Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mildred? Claim Your ProfileMildred Babb Perkins is a financial advisor who has been in the industry since 1999. Mildred is currently registered with Wells Fargo Advisors Financial Network, LLC, and has been with the firm since June 2022. Previously, Mildred was with WELLS FARGO CLEARING SERVICES, LLC and Morgan Stanley Smith Barney. Mildred is a Certified Financial Planner and holds the Series 6, 7, 63, 65 and SIE licenses. Mildred specializes in providing financial planning, investment management, and investment consulting services to individuals, businesses, and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
06/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
OH
05/14/2012 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (HUDSON OH)
OH
04/16/2010 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (AKRON OH)
OH
08/22/2005 - 12/31/2009
INVEST FINANCIAL CORPORATION (AKRON OH)
NY
12/02/1999 - 07/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
05/14/1999 - 11/15/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
02/26/1999 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
11/10/1993 - 09/30/1994
SOCIETY INVESTMENTS, INC.
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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