Unclaimed
Mary ellen Bills is an investment advisor with over 20 years of experience in the financial services industry. She has worked with a variety of firms including Edward Jones, BBVA Compass Investment Solutions, and BBVA Securities. Mary ellen currently works at PNC Investments. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, SIE, and Series 7 licenses. Mary ellen specializes in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/23/2021 - Present
PNC Investments (Austin TX)
TX
01/23/2018 - 08/23/2021
BBVA SECURITIES INC. (GEORGETOWN TX)
TX
05/16/2013 - 01/03/2018
BBVA SECURITIES INC. (GEORGETOWN TX)
TX
01/03/2006 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GEORGETOWN TX)
MO
12/06/2000 - 11/15/2005
EDWARD JONES (ST. LOUIS MO)
CO
03/23/1999 - 03/24/1999
JANUS DISTRIBUTORS, INC. (DENVER CO)
MN
09/03/1997 - 10/22/1997
U.S. BANCORP INVESTMENTS (SAINT PAUL MN)
OR
07/09/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
KS
04/04/1994 - 07/14/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
09/12/1991 - 04/16/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/03/1990 - 07/05/1991
J. W. GANT & ASSOCIATES, INC.
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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