Catherine Milano, financial advisor Elkhorn NE
46 score

Catherine Milano

CRD Number: 3003075
Current Firm: Iams Wealth Management, LLC

Catherine Milano (CRD# 3003075) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Elkhorn, NE and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Iams Wealth Management, LLC Elkhorn, NE May 2017 - Current < 1
Unemployed Plantation, FL Dec 2016 - May 2017 < 1
Kovack Securities, Inc. Fort Lauderdale, FL Mar 2016 - Dec 2016 < 1
Kovack Advisors, Inc. Fort Lauderdale, FL Mar 2016 - Dec 2016 < 1
Newbridge Securities Corporation Plantation, FL Oct 2013 - Mar 2016 2
Cbg Financial Group, Inc. Boca Raton, FL Nov 2012 - Oct 2013 < 1
Divorce Strategist - Self Employed Plantation, FL Aug 2012 - Oct 2012 < 1
Jhs Capital Advisors, Inc. Tampa, FL Mar 2010 - Jul 2012 2
Gunnallen Financial Tampa, FL Jun 2009 - Mar 2010 < 1
Citigroup Global Markets Inc. Fort Lauderdale, FL May 2007 - Jun 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Aug 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Catherine A. Milano
Phone Number: (888)255-7670
Firm Website:
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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