Unclaimed
Nina Milligan is a financial advisor with Edward Jones. Nina has been in the financial services industry for 4 years and has a strong track record of helping clients achieve their financial goals. Nina is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing her clients with personalized financial advice. Nina has a deep understanding of the financial markets and is committed to helping her clients make informed decisions about their investments. Nina specializes in providing financial advice to individuals, families, and businesses. She is also an expert in retirement planning, college savings, and estate planning. Nina is dedicated to providing her clients with the highest level of service and is always available to answer their questions.
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.
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.
See schedule d - miscellaneous
1
2
CA
03/15/2024 - Present
Edward Jones (Northridge CA)
BOTH
Issued 09/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2021
Series 57TO - Securities Trader Exam
BC
Issued 08/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nina Milligan is the right advisor for you? Invested Better is here to help.