Milton Drageset, financial advisor Honolulu HI
93 score

Milton Drageset

CRD Number: 5593426
Current Firm: Park Avenue Securities LLC

Milton Drageset (CRD# 5593426) is an Investment Advisor Representative working at Park Avenue Securities LLC in Honolulu, HI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Honolulu, HI Jan 2016 - Current < 1
Guardian Life Insurance Co Honolulu, HI Jan 2016 - Current < 1
Bank Of America,na Honolulu, HI Jul 2010 - Jan 2016 5
Merrill Lynch Pierce Fenner &amp; Smith, Inc. Honolulu, HI Jun 2010 - Jan 2016 5
Guardian Life Insurance Company Of America Honolulu, HI Sep 2008 - Jul 2010 1
Park Avenue Securities Honolulu, HI Sep 2008 - Jun 2010 1
Integrated Financial Stratagies Honolulu, HI Mar 2008 - Aug 2008 < 1
Integrated Financial Stratagies Honolulu, HI Mar 2008 - Aug 2008 < 1
Option One Mortgage Honolulu, HI Mar 2004 - Feb 2008 3
Option One Mortgage Honolulu, HI Mar 2004 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Milton A. Drageset
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • HI
  • WA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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