Unclaimed
Milan Konkol is a financial professional with over 25 years of experience in the industry. Milan is currently a registered representative and investment adviser representative with U.S. Bancorp Advisors, LLC. Milan's career began in 1995 with Glenfed Brokerage Services and has included various roles at Transamerica Securities Sales Corporation and Intrepid Investment Bankers LLC. Milan holds a wide range of securities licenses and professional designations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/04/2003 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
CA
04/01/2019 - 03/11/2020
INTREPID INVESTMENT BANKERS LLC (GLENDALE CA)
CA
04/15/1999 - 03/02/2000
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
03/02/1995 - 12/31/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/06/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/29/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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