Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Milligan, Jr. is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert holds multiple licenses, including Series 7, 9, 10, 31, 63, and 65 and is a Certified Financial Planner. Robert is a Managing Partner at 1792 Wealth Advisors and a Northeast OSJ for National Concurrent Branch. Robert provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and retirement plans.
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 05/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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