Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noelle? Claim Your ProfileNoelle Christina Milestone is a financial advisor who is registered with the Securities and Exchange Commission (SEC) and is a registered representative with Wells Fargo Clearing Services, LLC. Noelle Milestone has been working in the financial industry for over 9 years. Noelle Milestone has a Series 7TO, SIE, and Series 6 license. Noelle Milestone has also passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Noelle Milestone has previously worked with SunTrust Investment Services, INC. and Wells Fargo Advisors, LLC.
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.
1
2
MO
03/29/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
11/04/2014 - 05/16/2018
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/17/2013 - 10/08/2014
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
03/04/2013 - 07/30/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 04/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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