Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Milan has been in the financial services industry since 1999 and is currently registered as an Investment Advisor Representative with Tcfg Investment Advisors, LLC. Robert holds a Series 7 and a Series 66 license. Robert has experience with working with individuals and pension and profit-sharing plans. Robert also provides financial planning services. Prior to joining Tcfg Investment Advisors, LLC, Robert was with National Planning Corporation.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/22/2017 - Present
Tcfg Investment Advisors, LLC (Canton OH)
OH
09/24/2013 - 11/09/2017
NATIONAL PLANNING CORPORATION (CANTON OH)
OH
02/12/1999 - 05/16/2013
AMERIPRISE FINANCIAL SERVICES, INC. (CANTON OH)
MN
02/12/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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