Chester J. Milosh
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Chester Joseph Milosh JR, CFP®, who also goes by C J Milosh Jr, was a registered financial professional .
Chester is a previously registered financial professional and started their career in finance in 1992. Chester had worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 22, 2013 - March 26, 2015
CLARENDON INSURANCE AGENCY, INC.
May 3, 2006 - May 30, 2013
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
May 14, 1996 - June 10, 2004
VERAVEST INVESTMENTS, INC.
August 11, 1992 - April 22, 1996
METROPOLITAN LIFE INSURANCE COMPANY
August 11, 1992 - April 22, 1996
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395 / SEC#: , 8-21590
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
