Rodolfo MilaniCRD Number: 866884
Current Firm: Wunderlich Securities, Inc.
Rodolfo Milani (CRD# 866884) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Miami, FL and has over 37 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Wunderlich Securities||Memphis, TN||Jan 2015 - Current||2|
|Dominick & Dominick LLC||Miami, FL||Jan 2005 - Jan 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV