Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Woolf? Claim Your ProfileWoolf Milner is a Registered Representative with Global Atlantic Distributors, LLC and has over 25 years of experience in the financial services industry. Woolf has held previous positions at Neuberger Berman BD LLC and Morgan Stanley & Co., Incorporated. Woolf holds Series 7, 31, and 66 licenses along with the SIE Exam. Woolf is currently registered in New York.
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.
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.
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2
NY
09/13/2023 - Present
Global Atlantic Distributors, LLC (New York NY)
NY
01/13/2016 - 11/16/2022
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
06/09/1997 - 04/08/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 12/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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