Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Flanagan is a financial advisor with Osaic Wealth, Inc. based in Orland Park, Illinois. Milton has over 20 years of experience in the financial services industry. Milton has a Series 6, 7, 63 and 65 and is registered to provide investment advice in 26 states. Milton is a Chartered Financial Consultant and has served as a President for Flanagan Financial Services, Inc., Gerard Radice Educational Foundation, and Gerard V Radice Family Legacy Fund. Milton specializes in Financial Planning and Portfolio Management for Individuals and Businesses.
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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IL
01/19/2024 - Present
Osaic Wealth, Inc. (ORLAND PARK IL)
IL
02/12/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
03/18/2009 - 01/21/2014
FIFTH THIRD SECURITIES, INC. (OAK LAWN IL)
IL
05/29/2007 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
07/12/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
MA
07/24/2000 - 07/03/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/24/2000 - 07/03/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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