Unclaimed
Daniel Mills is a registered representative with Wells Fargo Securities, LLC. Daniel has been in the financial services industry since October 2017 and holds the Series 63, SIE, and Series 79 licenses. Daniel is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Daniel previously worked at Evercore Group L.L.C. and Wells Fargo Securities, LLC.
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.
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.
1
2
NY
04/27/2022 - Present
Wells Fargo Securities, LLC (New York NY)
NY
10/01/2021 - 04/14/2022
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
09/20/2017 - 09/09/2021
WELLS FARGO SECURITIES, LLC (New York NY)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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