Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Luce is a financial advisor with over 30 years of experience in the financial services industry. Milton currently holds a Series 65 license as an Investment Advisor Representative and is registered with Ameriprise Financial Services, LLC in Texas. Milton provides financial planning, pension consulting, educational seminars, and asset allocation services. Milton has worked with Ameriprise Financial Services, LLC and its predecessor firms since 2007. Previously, Milton has worked for Wachovia Securities, LLC, George K. Baum & Company, Prudential Securities Incorporated, Underwood, Neuhaus & Co., Incorporated, Stern Brothers & Co., and Stifel, Nicolaus & Company, Incorporated. Milton is a registered principal with Ameriprise Financial Services, LLC.
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.
Asset allocation services
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
KS
02/22/2010 - Present
Ameriprise Financial Services, LLC (Leawood KS)
MO
10/05/2009 - 04/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Kansas City MO)
MO
11/30/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
MO
11/17/2000 - 12/03/2007
WACHOVIA SECURITIES, LLC (KANSAS CITY MO)
MO
05/31/1994 - 11/16/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MO
03/02/1992 - 05/31/1994
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NY
03/07/1989 - 03/11/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/07/1988 - 04/24/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED
NA
04/19/1983 - 09/27/1988
STERN BROTHERS & CO.
NA
11/17/1972 - 03/08/1983
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 06/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1989
PC - AMEX Put and Call Exam
BC
Issued 11/03/1972
Series 1 - Registered Representative Examination
Active
Inactive
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