Unclaimed
Milo A. Park is a financial advisor currently registered with Navy Federal Investment Services, LLC. Milo has been in the securities industry since December 8, 2016. Milo is currently registered with the following states: Colorado, Iowa, Kansas, Minnesota, Nebraska, South Dakota, Texas, and Wyoming.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
09/29/2022 - Present
Navy Federal Investment Services, LLC (AURORA CO)
CO
01/08/2020 - 05/20/2022
CETERA ADVISOR NETWORKS LLC (HIGHLANDS RANCH CO)
CA
07/13/2016 - 08/12/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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