Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Curtis Mills is a financial advisor with Fidelity Personal And Workplace Advisors. Yvette has over 15 years of experience in the financial services industry. She is registered with the state of North Carolina and Texas. Yvette holds the Series 6, 7, 63 and 65 licenses and has earned the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Yvette provides financial planning, portfolio management and other services for individuals, families, and businesses.
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.
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.
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2
GA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
NC
02/15/2012 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
02/07/2005 - 12/23/2011
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 06/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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