Paul Kurtis Miloe

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2007 → Present
  Albitz/Miloe & Associates Inc
  Torrance, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/1997 → 06/2023
  Cetera Advisor Networks Llc
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: ALBITZ/MILOE & ASSOCIATES, INC., INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, START DATE: 2007, TITLE: IAR/CO-SENIOR VICE PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR, ASSET MANAGEMENT, BUSINESS OPERATIONS. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: JANUARY, 2006, APX NUMBER OF HOURS PER WEEK: <1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: YMCA, INVESTMENT RELATED: NO, ADDRESS: 301 S. BANDINI ST., SAN PEDRO, CA 90731, NATURE OF BUSINESS: NON-PROFIT ORGANIZATION, START DATE: JUNE 2005, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER; ATTEND MEETINGS; SERVE ON COMMITTEES IN A NON-FIDUCIARY ROLE; 4.NAME OF OTHER BUSINESS: SAN PEDRO ELKS LODGE #966 INVESTMENT RELATED: NO ADDRESS: 1748 CUMBRE DR SAN PEDRO CA 90732 NATURE OF BUSINESS: CIVIC GROUP START DATE: 1/2018 POSITION/TITLE/RELATIONSHIP: SCHOLARSHIP CHAIR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: WORK TO GET PROGRAM IN LOCAL SCHOOLS, JUDGE SUBMISSSIONS, NOTIFY WINNERS, ETC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-09