Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Mills is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Alexander has been in the financial industry since February 27, 2018, and holds a Series 7, Series 24 and Series 66 license. Alexander also has experience with Key Investment Services LLC and AXA Advisors, LLC. Alexander provides investment advice to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
07/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
NY
01/28/2019 - 09/03/2021
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
10/20/2017 - 11/26/2018
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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