Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Milella is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Brookstone Wealth Advisors, LLC, a firm with over 240 financial professionals across the country. Richard specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses. Richard also has experience in investment company products, variable contracts, and direct participation programs.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/20/2021 - Present
Brookstone Wealth Advisors, LLC (FARMINGDALE NY)
NY
09/11/2008 - 04/01/2010
QUESTAR CAPITAL CORPORATION (BRIGHTWATERS NY)
NY
08/04/2006 - 06/18/2008
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NY
04/05/1999 - 07/07/2006
METLIFE SECURITIES INC. (MELVILLE NY)
NY
04/05/1999 - 07/07/2006
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
WI
03/17/1988 - 04/27/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/17/1988 - 04/19/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Richard Milella is the right advisor for you? Invested Better is here to help.
