Unclaimed
Joshua Mills is a financial advisor registered with Fifth Third Securities, Inc. in Indiana. Joshua has been in the securities industry since April 2024. Joshua has passed the Series 63, 65 and the SIE and Series 6TO exams. Joshua is also registered as an Investment Advisor Representative in Indiana. Joshua currently works at the Newburgh, Indiana branch of Fifth Third Securities.
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.
Sponsor wrap fee program
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.
1
2
IN
07/09/2024 - Present
Fifth Third Securities, Inc. (NEWBURGH IN)
IA
Issued 7/8/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Mills is the right advisor for you? Invested Better is here to help.