Unclaimed
William Edward Mills is a financial advisor with PNC Investments. William has been in the industry since March 2016. William is registered with the state of Pennsylvania and has passed the Uniform Combined State Law Examination (Series 66) as well as the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). William’s professional experience includes roles at PNC Bank, NA and Penn State University. PNC Investments is headquartered in Pittsburgh, PA.
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
PA
05/06/2016 - Present
PNC Investments (PHILADELPHIA PA)
BOTH
Issued 05/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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