Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Evangeline Millwood is a financial advisor who has been in the industry since 2005. Eleanor is currently registered with First Citizens Investor Services, Inc. and has previous experience with firms like Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Wells Fargo Advisors, LLC and Wachovia Securities, LLC. Eleanor holds a Series 6, Series 7, Series 63 and Series 66 licenses. She is able to provide services like financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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2
FL
08/02/2024 - Present
First Citizens Investor Services, Inc. (Ft Lauderdale FL)
FL
02/17/2021 - 05/08/2024
TRUIST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
07/12/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
NY
10/12/2015 - 03/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
12/20/2011 - 12/05/2014
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
GA
08/04/2011 - 10/18/2011
WELLS FARGO ADVISORS, LLC (STOCKBRIDGE GA)
GA
09/30/2008 - 08/25/2010
WELLS FARGO ADVISORS, LLC (DECATUR GA)
GA
04/23/2002 - 11/29/2007
WACHOVIA SECURITIES, LLC (ATLANTA GA)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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