Unclaimed
Milan Thompson is a financial professional registered with Fidelity Brokerage Services LLC and holds Series 7TO, SIE, and Series 63 licenses. Milan is licensed in all 50 states and the District of Columbia. Milan's professional experience includes advising clients on a wide range of financial planning needs, including investment management, retirement planning, and college savings.
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.
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.
1
2
NC
06/06/2023 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
BC
Issued 07/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Milan Thompson is the right advisor for you? Invested Better is here to help.