Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Rene Mills is an investment advisor representative for First Citizens Investor Services, Inc., working in the Charlotte, NC area. Staci has been in the financial industry since February 19, 2006. Staci has her Series 6, 7 and 66 licenses, and is a Certified Financial Planner. Staci has experience working with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC. Staci provides financial planning, portfolio management, and selection of other advisors for businesses and 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.
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.
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2
NC
12/04/2023 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
NC
10/18/2022 - 11/10/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
06/04/2019 - 12/07/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
02/29/2016 - 06/04/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
04/28/2004 - 05/29/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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