Jacqueline Milowe (CRD# 6644701) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
City National Bank | Wellesley Hills, MA | May 2019 - Current | 5 |
Rbc Captial Markets, LLC | Wellesley Hills, MA | Oct 2017 - Current | 6 |
Foresters Financial Services | Woburn, MA | Sep 2016 - Oct 2017 | 1 |
Foresters Financial Services | Woburn, MA | Apr 2016 - Sep 2016 | < 1 |
Quinnipiac University | Hamden, CT | Aug 2012 - Apr 2016 | 3 |
Swipe It | Mansfield, MA | Jun 2014 - Dec 2015 | 1 |
Jfs Of Metrow West | Framingham, MA | Jun 2015 - Aug 2015 | < 1 |
Screening For Mental Health | Wellesley, MA | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
S63 | Uniform Securities State Law Examination | Jul 2016 |
- CA
- CT
- TX
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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