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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Milligan is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Morristown, NJ. Robert has been in the industry since 1996 and has a broad range of experience in financial planning and investment management. Robert is a Certified Financial Planner and holds Series 63, 65, 7, 9, 10, and 31 securities licenses. In addition to his work with Raymond James, Robert is also involved in other businesses, including 1792 Wealth Advisors, Concurrent Advisors, and Crump Life Insurance Services. Robert's extensive experience and dedication to client service make him a valuable resource for individuals and families seeking financial guidance.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
09/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (MORRISTOWN NJ)
NJ
06/01/2009 - 08/21/2017
MORGAN STANLEY (MORRISTOWN NJ)
NJ
08/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NJ
11/07/1996 - 03/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER TOWNSHIP NJ)
IA
Issued 12/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/6/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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