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Danielle Brousseau Milam

Ubs Financial Services Inc.

Atlanta, GA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-11-27
  • MS RA
    APPROVED
    Since 2023-11-27

Branch Locations

3560 Lenox Road Ne 28Th Floor, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The William Morris Group, Pa Jackson MS 07/2015 11/2021
Ubs Financial Services, Inc. Jackson MS 11/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-25
S63 Uniform Securities Agent State Law Examination 2023-11-08
  • S65 Uniform Investment Adviser Law Examination
    2023-11-25
  • S63 Uniform Securities Agent State Law Examination
    2023-11-08
Other Names
  • Danielle Milam
  • Danielle Brousseau

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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