Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Herbert Milleville is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. James has been in the financial services industry since 1991. James has a Series 6, 7, and 66 securities licenses, and has been registered with the state of Colorado since 2021. James specializes in providing financial planning and portfolio management services to individuals and businesses. James is also registered with the state of Colorado as an Investment Advisor Representative.
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
CO
06/09/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Littleton CO)
CO
07/29/2020 - 05/21/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
02/12/2007 - 09/13/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
06/03/1991 - 02/07/2007
THRIVENT INVESTMENT MANAGEMENT INC. (LAKEWOOD CO)
BOTH
Issued 08/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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