Informations of the place
Steve Mills is an Independent Advisor working with indviduals and small businesses providing retirement planning, investment and wealth management, life insurance, and long-term care insurance. He has investment industry experience since 1992. Steve can provide truly unbiased, independent advice with no proprietary products to offer. He has the skills and tools required to help you make sensible decisions regarding your retirement planning. Because you and your situation are unique, Steve can tailor a plan specifically suited to your needs. Steve maintains the FINRA Series 7, Series 63, and Series 65 registrations. Separately, he is also licensed to offer Life Insurance, Disability Insurance, Long-Term Care Insurance, and Variable Contracts. On an ongoing basis, he attends workshops and seminars on a wide range of topics related to the investment and insurance fields. Steve has earned the certification of Accredited Asset Management Specialist through the College For Financial Planning. To earn the AAMS designation, Steve had to successfully complete studies covering Asset Allocation and Strategy, The Asset Management Process, Investment Strategies, Taxation of Investment Products, Investment Opportunities for an Individual's Retirement, Investment Considerations for Small-Business Owners, Investment Considerations for Highly Compensated Executives, Insurance Products for Investment Clients, Estate Planning for Investment Clients, and Regulatory Ethical Issues for the Investment Professional. A phone call to Steve can help put you on the right track to attaining your financial goals. You will never get to your destination if you don't know which road to take to get there. Call Steve today for a no obligation, complimentary meeting, and get yourself on the road that's just right for you. Securities offered through Southeast Investments, N.C., Inc. OSJ: 820 Tyvola Road, Suite 104, Charlotte, N.C., 28217, 800-828-1295 or 704-527-7873.
America Location