Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milner? Claim Your ProfileMilner Edgardo Carballo is a financial professional with over 29 years of experience in the financial services industry. Milner is a Managing Partner at Gentry Partners Wealth Management, LLC and is registered with Cetera Investment Advisers LLC. Milner has been working with Cetera Investment Advisers LLC since September 2022. Previously, Milner worked with First Allied Securities, Inc. and Ogilvie Security Advisors Corporation. Milner is a Certified Financial Planner and a Chartered Financial Consultant. Milner is committed to providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
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
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (EL PASO TX)
TX
10/24/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (El Paso, TX)
TX
01/05/2001 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (EL PASO TX)
MA
03/02/1994 - 01/18/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/02/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 3/1/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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