Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Renee Milano is a financial advisor who has been working in the industry since 2002. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Ohio and Texas. Prior to joining Merrill Lynch, Sheila worked for Citigroup Global Markets Inc. and Butler, Wick & Co., Inc. Sheila specializes in a variety of financial planning and investment management services, including retirement planning, college savings, and estate planning. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
02/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CANFIELD OH)
OH
01/01/2006 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (CANFIELD OH)
OH
06/25/2001 - 01/26/2005
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
BOTH
Issued 12/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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