Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Suzanne Mills is an investment advisor representative with Robert W. Baird & Co. Inc. in Tucson, Arizona. Jennifer has been in the industry since October 24, 1995 and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jennifer has previously worked at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and Banc One Securities Corporation. Jennifer is registered in 37 states.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
06/19/2018 - Present
Robert W. Baird & Co. Inc. (Tucson AZ)
AZ
01/01/2008 - 06/21/2018
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
AZ
01/15/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TUCSON AZ)
IL
05/03/2000 - 08/13/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/01/1996 - 03/23/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
04/13/1994 - 02/01/1996
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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