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 Lincoln Financial Distributors, Inc., registered with the state of North Carolina. Milind has been in the financial services industry since June 17, 2012. Milind has Series 6, Series 63 and SIE securities licenses.
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.
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2
NC
05/06/2024 - Present
Lincoln Financial Distributors, Inc. (GREENSBORO NC)
NC
09/29/2015 - 05/09/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (Greensboro NC)
CT
12/05/2007 - 03/09/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
11/29/2005 - 12/06/2006
IFMG SECURITIES, INC. (PURCHASE NY)
BC
Issued 12/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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