Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodolfo? Claim Your ProfileRodolfo Eduardo Milani is an investment advisor representative for B. Riley Wealth Advisors, Inc. He has been in the securities industry since May 1979. Rodolfo holds the Series 4, 7, 63, and 65 securities licenses and is registered in 17 states and the District of Columbia. Rodolfo has previously worked for Dominick & Dominick LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kidder, Peabody & Co. Incorporated. Rodolfo has a background in economics and finance, and he is a strong advocate for free markets and limited government. He is a member of the Churchill Society of South Florida, The International Churchill Society, and the Mont Pelerin Society. He is also a trustee of the Hispanic American Center for Economic Research. Rodolfo is passionate about helping his clients achieve their financial goals. He takes a personalized approach to financial planning and investment management, working closely with his clients to develop strategies that meet their unique needs.
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.
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
FL
08/05/2022 - Present
B. Riley Wealth Advisors, Inc. (Miami FL)
FL
01/21/2005 - 01/26/2015
DOMINICK & DOMINICK LLC (MIAMI FL)
NY
01/17/2003 - 02/22/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
11/03/1989 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/30/1989 - 11/21/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/19/1982 - 11/08/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
05/29/1979 - 04/23/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1979
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rodolfo Milani is the right advisor for you? Invested Better is here to help.
