Unclaimed
Kevin Monroe Mills is a registered representative with First Citizens Investor Services, Inc. Kevin is licensed to sell securities in North Carolina. Kevin holds the Series 7TO and the SIE licenses. Kevin has been in the securities industry since November 30, 2023. Kevin specializes in securities, mutual funds, variable annuities, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
12/01/2023 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
BC
Issued 12/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Mills is the right advisor for you? Invested Better is here to help.