Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Gay Tynch is a financial advisor who has been in the industry since 1998. Milton is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2008. Milton has held previous positions at Wachovia Securities, LLC, Raymond James & Associates, Inc., First Citizens Investor Services, Inc., and Metropolitan Life Insurance Company. Milton provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
02/29/2008 - Present
Stifel, Nicolaus & Company, Inc. (BREVARD NC)
NC
10/01/2007 - 02/29/2008
WACHOVIA SECURITIES, LLC (BREVARD NC)
NC
04/20/2005 - 03/12/2007
RAYMOND JAMES & ASSOCIATES, INC. (BREVARD NC)
NC
03/02/2004 - 04/27/2005
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MO
06/15/2002 - 03/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/18/1999 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
02/18/1999 - 03/12/1999
INTERSTATE/JOHNSON LANE CORPORATION
MA
04/23/1998 - 02/26/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/23/1998 - 02/26/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
08/22/1997 - 03/03/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/28/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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