Steve Mills has over 21 years of experience in the investment industry. In his time in the industry he has been both a financial advisor and a compliance officer. He began his
career in the San Francisco Bay Area and has been affiliated with several large
Steve is FINRA Licensed Series 7, Series 63, and Series 24. Additionally, he is Series 65 licensed. 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 SpecialistSM 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.
He is a native of Grand Junction, attended Central High School, and graduated from Mesa State College.
Please call us at 970-257-9287 or use our contact form.
Securities offered through Southeast Investments, N.C., Inc., Member FINRA/SIPC
OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217
Phone: 800-828-1295 or 704-527-7873
Steve Mills, AAMS®
566½ Garden Grove Court
Grand Junction, Colorado 81501
Or use our contact form.
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