Milano Financial Services, Ltd
Milano Financial Services, Ltd (CRD# 114887) is a financial advisory firm headquartered in , . They manage $38,965,975 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$327,445
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Janice Milano (CRD# 1287812) is an Investment Advisor Representative working at Milano Financial Services, Ltd in , and has over 31 years of experience in the finance industry. Janice Milano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.