Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Llewellyn Smith is a financial advisor with Truist Advisory Services, Inc. based in Atlanta, GA. Milton Smith has been a registered representative for 25 years. Milton Smith has a broad range of experience in the financial services industry, having previously worked at Crest Securities Corporation, SunTrust Securities, Inc., McLaughlin, Piven, Vogel Securities, Inc., First Union Brokerage Services, Inc. and Fin-Atlantic Securities, Inc.. Milton Smith is registered to provide investment advice in 55 states and the District of Columbia. In addition to his FINRA registration, Milton Smith is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Milton Smith holds licenses for Series 4, 7, 24, 53, 63, and 66. Milton Smith has experience providing financial planning, portfolio management for businesses and individuals, selection of other advisers, and publication of periodicals services to his clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
GA
05/12/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
09/17/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
GA
07/29/1999 - 09/17/1999
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
06/04/1999 - 06/25/1999
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NC
06/30/1998 - 05/13/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
11/25/1997 - 12/22/1997
FIN-ATLANTIC SECURITIES, INC. (JUPITER FL)
BOTH
Issued 06/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2014
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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