Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milin? Claim Your ProfileMilin Shyam Rao is a registered investment advisor representative with Morgan Stanley. Milin has over 13 years of experience in the financial services industry. Prior to joining Morgan Stanley, Milin worked at Barclays Capital Inc. and Neuberger Berman, LLC. Milin holds the Series 66, Series 86, Series 87 and Series 7 licenses. Milin is also a board member of the Holmdel Foundation for Educational Excellence. Milin works with a variety of clients, including high-net-worth individuals, families, corporations, and institutions. Milin provides financial planning, investment management, and asset allocation advice to his clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
02/26/2020 - Present
Morgan Stanley (Red Bank NJ)
NY
04/15/2010 - 04/01/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/27/2007 - 02/17/2009
NEUBERGER BERMAN, LLC (NEW YORK NY)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/22/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Milin Rao is the right advisor for you? Invested Better is here to help.
