Years of Experience
5-20+ Years
MIAMI, FL
23 Years Experience
2 Disclosures
ADVISOR BIO
Milton Aponte is a financial advisor with over 20 years of experience in the industry. Milton is currently registered with Wells Fargo Clearing Services, LLC in Florida and Texas. Previously Milton worked with Chase Investment Services Corp., WAMU Investments, Inc., WM Financial Services, Inc., CITICORP INVESTMENT SERVICES, Legacy Financial Services, Inc., Capital Brokerage Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Milton holds Series 63, 65, 7 and SIE licenses. Milton's primary areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisers.
SPECIALIZATIONS
FT. LAUDERDALE, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Milton Ares is a registered representative of Equitable Advisors, LLC. Milton is an active member of the securities industry since 2014, with prior experience at Pruco Securities, LLC. and Ameriprise Financial Services, Inc.. Milton is a certified public accountant and has a diverse background in business and finance. Milton offers a variety of financial services, including financial planning, portfolio management, and insurance. Milton holds the Series 7 and 66 licenses.
SPECIALIZATIONS
JACKSONVILLE, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Milton Nuckols is a financial professional with over 15 years of experience in the industry. Milton is registered with Wells Fargo Clearing Services, LLC and holds Series 7, Series 66, and SIE licenses. Milton is also a Certified Financial Planner. Milton provides investment consulting services to institutional clients, and offers financial planning, pension consulting and selection of other advisers. Milton is registered in 20 states including Florida, Texas, and New York.
SPECIALIZATIONS
CORAL GABLES, FL
12 Years Experience
0 Disclosures
ADVISOR BIO
Milton Jimenez is a financial advisor with UBS Financial Services Inc. based in Coral Gables, FL. Milton Jimenez is registered with FINRA and is licensed to provide investment advice in Florida, Minnesota, and South Dakota. Milton Jimenez has been in the industry since May 2013. The firm has 9213 investment advisor representatives, 11070 registered representatives, and a total of 1093486 client accounts. They have over $700 Billion in assets under management.
SPECIALIZATIONS
Winter Park, FL
46 Years Experience
2 Disclosures
ADVISOR BIO
Milton Helm is a financial advisor with UBS Financial Services Inc., where Milton has been registered since May 6, 2005. Milton has a total of 10 approved SRO registrations and 6 approved state registrations. Milton holds the Series 7, Series 63, and SIE licenses. Milton has worked in the financial services industry since February 6, 1979. Before joining UBS Financial Services Inc., Milton was previously registered with Legg Mason Wood Walker, Incorporated and Prudential Securities Incorporated.
SPECIALIZATIONS
OAKLAND PARK, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Milton Mori is a registered representative with J.p. Morgan Securities LLC. Milton has been in the securities industry since 2008. Milton is licensed in California and Florida. Milton specializes in retirement planning, mutual funds, and fixed income.
SPECIALIZATIONS
Weston, FL
7 Years Experience
0 Disclosures
ADVISOR BIO
Milton Ceotto is a financial professional with over 4 years of experience in the industry. Milton is currently registered as an Investment Advisor Representative with Bolton Securities Corporation. Milton is also a Registered Representative at the firm. Milton has held previous positions at Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. Milton holds Series 66, SIE and Series 7 licenses and is registered in Delaware, Florida, Georgia, North Carolina, South Dakota, Texas and Washington.
SPECIALIZATIONS
BUSHNELL, FL
14 Years Experience
1 Disclosures
ADVISOR BIO
Milton Caraway has been a financial advisor in the industry since May 2011. Milton is registered with Edward Jones, a firm with a presence in 24 states and over 22,000 financial advisors. Milton specializes in financial planning, pension consulting, and selection of other advisors for individuals and businesses. Milton is a licensed securities professional and has experience in managing portfolios, developing financial plans, and providing investment advice.
SPECIALIZATIONS
Boca Raton, FL
44 Years Experience
0 Disclosures
ADVISOR BIO
Milton Jay Fisher is a financial advisor with over 40 years of experience in the industry. Milton is currently registered with Janney Montgomery Scott LLC and has been with the firm since 2005. Milton holds a variety of licenses and certifications, including Series 3, 7, 52, 63, and 65. Milton has previously worked with Morgan Stanley DW Inc. and Prudential Securities Incorporated. Milton is able to provide financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Milton also offers financial planning, pension consulting, educational seminars, and portfolio management services.
SPECIALIZATIONS
ORLANDO, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Mina Neal is a registered representative with J.P. Morgan Securities LLC. Mina is located in Orlando, Florida and has been in the industry since April 26, 2015. Mina holds the Series 6, Series 63, and SIE licenses and specializes in investment products including mutual funds, variable annuities, and fixed annuities. Mina has previously worked at PNC Investments and Wells Fargo Advisors.
SPECIALIZATIONS