Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Frederick Blake Mills is a financial advisor registered with Vanguard Advisers, Inc.. Curtis has been in the industry since 2001 and holds Series 6, 7TO, 63 and 66 licenses as well as registrations in 53 states. Curtis is a specialist in financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Curtis has experience working with individuals, high net worth individuals, corporations, charitable organizations, pension plans, and health and welfare trusts.
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.
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
NC
05/03/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
AZ
08/01/2008 - 08/21/2008
NEW ENGLAND SECURITIES (PHOENIX AZ)
AZ
06/15/2006 - 07/30/2007
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
IA
02/24/2005 - 06/30/2005
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
NY
07/18/2003 - 07/22/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
02/20/2001 - 11/13/2001
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 05/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Mills is the right advisor for you? Invested Better is here to help.
