Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milind? Claim Your ProfileMilind Shah is a financial advisor with Stonex Advisors Inc. Milind has been in the financial services industry since September 1999. Milind is registered in Alabama, Arizona, California, Florida, Maryland, Massachusetts, New Jersey, New York, Rhode Island, Texas, and Virginia. Milind provides a range of financial planning services, including portfolio management, investment management, and pension consulting. Milind is a Certified Financial Planner.
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.
Financial consulting 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
AL
03/06/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NY
01/02/2015 - 03/16/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NY
06/05/2001 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/13/1999 - 05/24/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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