Unclaimed
Milton Ares is a registered representative of Equitable Advisors, LLC. Milton is an active member of the securities industry since 2014, with prior experience at Pruco Securities, LLC. and Ameriprise Financial Services, Inc.. Milton is a certified public accountant and has a diverse background in business and finance. Milton offers a variety of financial services, including financial planning, portfolio management, and insurance. Milton holds the Series 7 and 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.
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
FL
01/25/2024 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
FL
02/26/2018 - 11/27/2023
PRUCO SECURITIES, LLC. (West Palm Beach FL)
MN
08/29/2014 - 07/14/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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