Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Mills is a registered Investment Advisor Representative with Osaic Wealth, Inc. and has been active in the financial industry since 1981. Candace has a strong background in the industry, having held positions at several firms, including SAGEPOINT FINANCIAL, INC., NEXT FINANCIAL GROUP, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and NATIONSSECURITIES. Candace specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
09/01/2023 - Present
Osaic Wealth, Inc. (KANSAS CITY MO)
MO
11/11/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (KANSAS CITY MO)
MO
07/11/2003 - 11/16/2011
NEXT FINANCIAL GROUP, INC. (KANSAS CITY MO)
MA
01/01/1998 - 05/20/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
03/03/1987 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
03/17/1986 - 01/30/1987
DEAN WITTER REYNOLDS INC.
NA
07/30/1981 - 03/21/1986
E. F. HUTTON & COMPANY INC
IA
Issued 04/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/02/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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