Unclaimed
Mila Kisz is an Investment Advisor Representative with Ameriprise Financial Services, LLC, based in Camarillo, CA. Mila has been in the financial industry since 2023 and is registered in 16 states. Mila holds Series 7, 66, and SIE licenses, and specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
1
2
CA
01/17/2025 - Present
Ameriprise Financial Services, LLC (Camarillo CA)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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