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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milenda? Claim Your ProfileMilenda Kilby is a financial advisor with Ameriprise Financial Services, LLC. Milenda is registered with the state of New York and has been in the industry since December 2014. Milenda has Series 63, Series 66 and Series 7 registrations. Milenda specializes in financial planning, pension consulting, portfolio management, and providing educational seminars. Ameriprise Financial Services, LLC is a large firm with over $10 billion in assets under management and over 1,000,000 clients. The firm offers a wide range of financial services including asset allocation, investment management, and financial planning.
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.
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2
NY
05/03/2024 - Present
Ameriprise Financial Services, LLC (Brockport NY)
BOTH
Issued 11/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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