Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Millner is a financial advisor who has been in the industry since 2008. Weston is currently registered with Wells Fargo Clearing Services, LLC and has experience with JP MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Weston has been a registered representative since 2016. Weston is a financial professional who can provide a variety of financial services, including investment management, financial planning, and retirement planning. Weston 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.
Investment consulting services to institutional clients
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
CO
07/14/2020 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
CO
10/01/2012 - 03/01/2016
J.P. MORGAN SECURITIES LLC (LITTLETON CO)
CO
10/09/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LITTLETON CO)
BOTH
Issued 05/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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