Unclaimed
Paul Mills is a financial advisor with Cetera Investment Advisers LLC. Paul has been working in the financial industry since December 21, 2017. Paul holds the Series 66, SIE, and Series 7 licenses and is registered in Missouri. Paul has worked for First Allied Securities, Inc., First Allied Advisory Services, Inc., and First Allied Advisory Services before joining Cetera Investment Advisers LLC. Paul is a registered administrative associate for Cuba Financial Group, Treasurer for Meadows of Whispering Oaks HOA, and an insurance agent for insurance (fixed/life/health/P&C). Paul is a specialist in investment management for both businesses and individuals. Paul's firm is a large firm with a wide range of services and clientele. They offer financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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
MO
11/12/2020 - Present
Cetera Investment Advisers LLC (CAPE GIRARDEAU MO)
MO
12/22/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CAPE GIRARDEAU MO)
BOTH
Issued 2/3/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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