Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Milillo is an experienced financial advisor with over 15 years of experience in the industry. Michael is currently registered with Avantax Advisory Services and Avantax Insurance Agency, LLC. Michael provides comprehensive financial planning services including investment planning, retirement planning, estate planning, college planning, tax planning, and asset management. Michael is committed to helping clients achieve their financial goals and build a secure future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
02/01/2024 - Present
Avantax Advisory Services (DALLAS TX)
NY
07/19/2021 - 11/20/2023
OSAIC WEALTH, INC. (HAUPPAUGE NY)
NY
03/25/2017 - 07/20/2021
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
02/05/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
02/16/2011 - 02/19/2016
WOODSTOCK FINANCIAL GROUP, INC. (NEW YORK NY)
NY
10/17/2008 - 02/23/2011
FIRST MIDWEST SECURITIES, INC. (GARDEN CITY NY)
NY
06/16/2008 - 10/17/2008
J.P. TURNER & COMPANY, L.L.C. (WESTBURY NY)
NY
11/03/2005 - 07/06/2006
J.P. TURNER & COMPANY, L.L.C. (WESTBURY NY)
IA
Issued 02/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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