Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Marc Doremus is a financial professional with over 27 years of experience in the financial services industry. Milton currently works as a registered representative for LPL Financial LLC, a large independent broker-dealer and registered investment advisor. Previously, Milton held positions at CoreCap Investments, LLC, Ameritas Investment Corp., and CCF Investments, Inc. Milton holds several licenses and designations, including Series 6, Series 63, Series 26 and Series 65. Milton works with a variety of clients, including individuals, families, businesses, trusts and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/07/2023 - Present
LPL Financial LLC (HOUSTON TX)
TX
08/16/2017 - 08/11/2023
CORECAP INVESTMENTS, LLC (Tyler TX)
CT
06/21/2017 - 09/01/2017
AMERITAS INVESTMENT CORP. (STORRS CT)
CT
01/14/2014 - 06/21/2017
CCF INVESTMENTS, INC. (STORRS CT)
CT
08/22/2007 - 12/31/2013
C C F INVESTMENTS, INC. (STORRS CT)
CT
01/15/2004 - 08/17/2007
PFS INVESTMENTS INC. (CONVENTRY CT)
GA
06/05/1996 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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