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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristram? Claim Your ProfileTristram Millard is a financial advisor with over 20 years of experience in the industry. Tristram is registered with Newedge Advisors and holds several industry licenses including Series 7, Series 24, Series 63 and Series 65. Tristram has worked with various financial firms including J.P. Morgan Securities LLC, Johnson Rice & Company L.L.C., MetLife Securities Inc. and Citizens Investment Services Corp. Tristram specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Tristram is committed to helping clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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2
LA
09/19/2019 - Present
Newedge Advisors (New Orleans LA)
LA
09/18/2012 - 11/02/2016
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
04/29/2010 - 08/24/2011
JOHNSON RICE & COMPANY L.L.C. (NEW ORLEANS LA)
VT
12/05/2005 - 08/17/2009
METLIFE SECURITIES INC. (HARTLAND VT)
MA
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
NJ
11/19/2003 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
RI
03/17/2003 - 11/12/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NJ
11/01/2000 - 04/11/2002
BUYANDHOLD SECURITIES CORPORATION (EDISON NJ)
NY
01/20/2000 - 04/27/2000
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
IA
Issued 06/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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