Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milan? Claim Your ProfileMilan Mandaric Baldini is an active investment advisor representative with Emerson Equity LLC. Milan has been active in the industry since April 29, 2021. Milan is registered in California with both the state and the firm. Milan has passed the Series 66, Series 7TO, Series 24, and SIE exams. Milan is also an Investor Relations Associate with Access Capital Group.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
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CA
01/24/2022 - Present
Emerson Equity LLC (SAN MATEO CA)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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