Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Warner Jr. is a financial advisor with over 26 years of experience in the financial services industry. Milton is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since April 2024. Before joining Wells Fargo Advisors Financial Network, LLC, Milton worked with Wells Fargo Clearing Services, LLC and Wachovia Securities, Inc. Milton has a Series 63, 65, 7, 9, 10, 31 and SIE licenses and is registered in multiple states. Milton offers financial planning services, portfolio management for individuals and businesses and investment consulting services to institutional 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
NC
04/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE NC)
NC
06/15/2002 - 04/05/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE NC)
NC
03/14/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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