Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivor? Claim Your ProfileIvor Mills has been in the financial services industry since 1993. Ivor is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and holds a Series 66, Series 63, Series 9, Series 10, Series 24 and Series 7, Series 8 and SIE license. Ivor is a registered investment advisor and holds an active securities broker-dealer registration in Pennsylvania, New Jersey and Delaware. Ivor has also been registered as an investment advisor in New Jersey and Pennsylvania. In addition to working with TIAA-Cref Individual & Institutional Services, LLC, Ivor was previously employed at CHARLES SCHWAB & CO., INC. Ivor specializes in providing financial planning, portfolio management for individuals 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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
03/19/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
PA
04/13/1993 - 02/26/2015
CHARLES SCHWAB & CO., INC. (WAYNE PA)
BOTH
Issued 10/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/05/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ivor Mills is the right advisor for you? Invested Better is here to help.
