ADVISOR BIO

Miles Kilstofte is a financial advisor who has been working in the industry since September 12, 2011. Miles is a registered representative with Planmember Securities Corp., a firm that offers a variety of financial services to individuals, businesses, and institutions. Miles is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Miles Bradford Shanks is a financial professional with over 38 years of experience in the financial services industry. Miles is currently registered with D.a. Davidson & Co. in California and Texas. Previously, Miles was affiliated with Crowell Weedon & Co., Crowell, Weedon & Co., Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Miles has passed several industry exams, including the Series 7, Series 6, Series 63 and Series 66 exams. Miles specializes in providing financial planning, pension consulting, educational seminars and portfolio management services to a variety of clients including individuals, businesses, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and state and municipal governments.

SPECIALIZATIONS

ADVISOR BIO

Milicent Gazan is a financial professional with over 20 years of experience in the industry. Milicent is currently registered with Wells Fargo Clearing Services, LLC and is located in ROLLING HILLS ESTATES, CA. Previously Milicent worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, Citigroup Global Markets Inc., and RBC Dain Rauscher Inc. Milicent holds licenses in Series 63, SIE, and Series 7 and is licensed in over 20 states. Milicent specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Milind Pinak Dalal is a registered investment advisor representative with Clarity Wealth Advisors in San Jose, California. Milind has been in the financial services industry since 1993 and has a broad range of experience, including working with individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Millu Chang Ramirez is a financial advisor with Highline Wealth Partners. Millu has been in the financial industry since 2013, and holds the Series 6, Series 63, Series 65, and SIE licenses. Millu is also a Certified Financial Planner. In addition to her financial planning services, Millu is also a CA Insurance Agent. Millu focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Milo Talmage Gates is a financial advisor with over 28 years of experience in the financial services industry. Milo is registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Milo held positions at Morgan Stanley DW Inc. and Bidwell & Company.

SPECIALIZATIONS

ADVISOR BIO

Milos Vrzic is an investment advisor representative associated with Commonwealth Financial Network. Milos has been in the industry for over 7 years and has a strong track record of success. Milos is dedicated to providing personalized financial advice to individuals, families, and businesses. Milos is committed to helping clients achieve their financial goals. Milos offers a range of services, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Milton G. Vrionis is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Milton is registered in 49 states and the District of Columbia. Milton specializes in providing financial planning, portfolio management, and investment consulting services. Milton has over 1 year of experience in the financial services industry. Milton holds the Series 66, Series 7TO and SIE securities licenses.

SPECIALIZATIONS

ADVISOR BIO

Milton Lee Watson is a financial advisor with over 20 years of experience in the financial industry. Milton is currently registered with Innovation Partners LLC in Beverly Hills, CA. Milton previously worked for Equity Services, Inc. in Beverly Hills, CA and AXA Advisors, LLC in Los Angeles, CA. Milton holds the Series 6, Series 63 and SIE licenses. Milton's areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. Milton specializes in providing consulting services to qualified retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Milton Greenberg is a financial advisor with Raymond James Financial Services Advisors, Inc. Milton has been in the industry since 2000 and is registered with FINRA, and the state of California. Milton has a strong background in financial planning, portfolio management, and insurance. Milton is committed to providing personalized service and helping clients reach their financial goals.

SPECIALIZATIONS