Unclaimed
Tajuan Mills is a financial advisor registered with the state of Florida since 2009. Tajuan is a registered representative of Truist Advisory Services, Inc. and currently holds Series 7, Series 24, and Series 66 securities licenses. Tajuan has previously worked for BB&T Securities, LLC, BB&T Investment Services, Inc. and SunTrust Investment Services, Inc. Tajuan has over 13 years of experience in the financial services industry. The advisor specializes in providing financial planning, portfolio management, and publication of periodicals.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
11/20/2020 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
11/02/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tajuan Mills is the right advisor for you? Invested Better is here to help.