Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Millicent? Claim Your ProfileMillicent Eubanks has been working in the financial services industry since July 18, 1989. Millicent is currently registered with Morgan Stanley. Millicent is a Registered Representative and Investment Advisor Representative in Texas and Virginia. Millicent specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, investment companies, and charitable organizations. Millicent is also on the advisory board of the Insured Retirement Institute. Millicent has been with Morgan Stanley since November 2019 and previously worked with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Millicent holds FINRA Series 3, 7, and 63 securities licenses and is a Registered Investment Advisor in Virginia and Texas.
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
VA
11/15/2019 - Present
Morgan Stanley (Mclean VA)
VA
07/16/2010 - 11/19/2019
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
MD
05/05/2006 - 07/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
MD
07/31/1993 - 06/02/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
07/19/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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