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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milon? Claim Your ProfileMilon Kennedy Turner is an active Registered Representative and Investment Adviser Representative. Milon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Georgia, Illinois and Texas. Milon has been in the industry for 2 years. Milon holds the Series 66, Series 7TO and SIE securities licenses. Milon is a Registered Representative for 53 states, which means Milon can trade securities on behalf of clients. Milon is also an Investment Adviser Representative for 3 states, which means Milon can provide investment advice to clients. Milon specializes in providing advice for a variety of client types, including individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and high net worth individuals. Milon has a wide range of experience in the financial services industry, with previous roles at Ally Financial, Enhanced Resource Center, Orange Theory, Solstice Sunglasses, Saks Fifth Avenue, SmartProcure, Florida Atlantic University, Tween Brands, Inc, and Bank of America N.A. Milon's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., has been in business for over 100 years and has over $1 trillion in assets under management. Merrill Lynch, Pierce, Fenner & Smith Inc. provides a wide range of financial services, including investment banking, brokerage, and asset management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
07/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
BOTH
Issued 07/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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