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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $327,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Milano Financial Services, Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Janice E. Milano
CRD#: 1287812
,
93
Wealthminder
score

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.

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