Unclaimed
Milan Santiago sandoval Brennan is a Registered Representative with Edward Jones. Milan is a Series 7 and SIE licensed professional with a focus on financial planning, portfolio management, and pension consulting. Milan has over six years of experience in the financial services industry and has a strong track record of helping clients achieve their financial goals. Milan's dedication to personalized service and commitment to building long-term client relationships sets Milan apart as a trusted advisor.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
11/26/2024 - Present
Edward Jones (LAS VEGAS NV)
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2024
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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