Unclaimed
Robert Milmore is a financial advisor at First Command Advisory Services, a firm with $10 billion to $50 billion in assets under management. Robert is licensed to provide investment advice in Colorado, Texas and 47 other states, as well as in the District of Columbia. Robert Milmore has 11 years of experience in the financial services industry. He has worked for a number of firms, including UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC, and Drexel Hamilton, LLC. Robert is also a Certified Financial Planner and a Chartered Financial Consultant. Robert Milmore specializes in providing financial advice to individuals and families. He also works with corporations and charitable organizations. His clients include individuals other than high-net-worth individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Robert Milmore is committed to providing his clients with personalized financial advice and services. He takes the time to understand his clients' needs and goals, and then works with them to develop a plan to achieve those goals. Robert is also committed to providing his clients with ongoing support and guidance. He believes that financial planning is an ongoing process, and he is always available to answer his clients' questions and provide them with the latest information and resources.
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.
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
CO
09/05/2017 - Present
First Command Advisory Services (Colorado Springs CO)
MA
07/29/2013 - 10/31/2014
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
08/16/2012 - 06/24/2013
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
04/24/2012 - 08/06/2012
DREXEL HAMILTON, LLC (NEW YORK NY)
BOTH
Issued 09/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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