Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milta? Claim Your ProfileMilta Padilla is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Milta has been in the securities industry for over 14 years. Milta is licensed to sell securities in 48 states and the District of Columbia. Milta is also registered as an investment advisor representative in Illinois and Texas. Milta has a wide range of experience in the financial services industry, including previous experience with J.P. Morgan Securities LLC and Bank of America, N.A.. Milta specializes in providing investment advice to individuals, businesses, and institutions. In addition to providing investment advice, Milta also offers financial planning services, retirement planning, and estate planning.
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
IL
11/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAK BROOK IL)
NY
05/09/2017 - 04/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
06/22/2016 - 01/18/2017
J.P. MORGAN SECURITIES LLC (SCHAUMBURG IL)
IL
10/23/2009 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCHAUMBURG IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPERVILLE IL)
IL
03/03/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (NAPERVILLE IL)
BOTH
Issued 11/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative 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
Not sure Milta Padilla is the right advisor for you? Invested Better is here to help.
