Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Ann McMillen miles is a financial professional with over 30 years of experience in the industry. Molly is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous registrations with NORTH STAR INVESTMENT SERVICES, INC.. Molly has a wide range of experience and holds a variety of licenses and designations. Molly offers a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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
MI
11/25/2013 - Present
Stifel, Nicolaus & Company, Inc. (GRAND HAVEN MI)
IL
10/20/1989 - 08/17/2001
NORTH STAR INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 07/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities 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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