Matt MilhollandCRD Number: 6154930
Current Firm: Msi Financial Services, Inc.
Matt Milholland (CRD# 6154930) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Dublin, OH and has over 3 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Metlife Securities Inc.||Dublin, OH||Jan 2015 - Current||2|
|New England Securities||Columbus, OH||Jan 2013 - Current||4|
|Unemployed||Marysville, OH||Dec 2012 - Jan 2013||< 1|
|Muirfield Village Golf Club||Dublin, OH||Jun 2009 - Nov 2012||3|
|Indiana Wesleyan Univ.||Marion, OH||Aug 2008 - Apr 2012||3|
|Law Offices Of Matt J. Mize||Manchester, IN||Jan 2011 - Apr 2011||< 1|
|Kinsale Golf Club||Powell, OH||May 2009 - Aug 2009||< 1|
|Sky Hawks Sports Academy||Columbus, OH||May 2008 - Aug 2008||< 1|
|Marysville High School||Marysville, OH||Aug 2004 - Jun 2008||3|
|Pump It Up||Plain City, OH||May 2007 - Nov 2007||< 1|
|Darby Creek Golf Club||Milford Center, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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