Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milo? Claim Your ProfileMilo Whittaker is a financial advisor with Fidelity Brokerage Services LLC. Milo is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and Series 66 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
NH
08/03/2016 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BOTH
Issued 02/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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