Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Millard? Claim Your ProfileMillard Coleman II is a financial advisor registered with Voya Financial Advisors, Inc. Millard is a licensed investment advisor representative in multiple states, including Illinois, Michigan, New York, and Texas. Millard has been in the financial services industry since 1997 and previously worked at Valic Financial Advisors, Inc., Horace Mann Investors, Inc., MSI Financial Services, Inc., and AXA Advisors, LLC.
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.
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.
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.
1
2
IL
09/28/2020 - Present
Voya Financial Advisors, Inc. (LISLE IL)
MI
09/11/2018 - 10/02/2020
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
02/28/2017 - 09/09/2018
HORACE MANN INVESTORS, INC. (Brighton MI)
MI
03/20/2015 - 02/15/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
01/03/2012 - 03/26/2015
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
04/01/2011 - 12/22/2011
AXA ADVISORS, LLC (TROY MI)
MI
12/15/2003 - 03/22/2011
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
TX
02/25/2002 - 08/28/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
05/08/1998 - 02/26/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/08/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/06/1994 - 05/09/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/06/1994 - 05/09/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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