Best Investors
Account
Sign in
Best Investors
Account
Sign in
Millenium Financial Services CRD 120210
$18.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Natick, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1998-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millenium Financial Services | Peabody | MA | 01/1998 | Present |
| Essex Securities Llc | Danvers | MA | 01/2004 | Present |
INSURANCE BROKER LOCATED AT 182 NEWBURY STREET PEABODY MA 01960 100% OF TIME AT THIS ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-18 |
Reach out to this advisor