Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Mills is a financial advisor with over 20 years of experience in the industry. Jeffrey has been registered with Cambridge Investment Research Advisors, Inc. since April 2018. Jeffrey is also a registered representative and investment advisor representative. He has been with Waddell & Reed, Inc. since August 2005 and Cambridge Investment Research Advisors, Inc. since April 2018. Prior to that, Jeffrey worked with several independent insurance carriers from July 2005 to August 2005.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
04/06/2018 - Present
Cambridge Investment Research Advisors, Inc. (Moon Township PA)
PA
08/01/2005 - 03/14/2018
WADDELL & REED (PITTSBURGH PA)
KS
09/04/1996 - 02/05/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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