Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander David Mitchell is a financial advisor registered with Canopy Wealth Management. Alexander has been in the financial industry since June 2010. Alexander holds Series 6, 7, 10, 63, 66, and SIE licenses. Alexander has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Northwestern Mutual Investment Services, LLC. Alexander is currently registered with Canopy Wealth Management in Arizona, Michigan, Texas and Wisconsin.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
WI
09/09/2024 - Present
Canopy Wealth Management (MIDDLETON WI)
AZ
10/05/2017 - 07/16/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
OH
06/21/2010 - 09/10/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
BOTH
Issued 12/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Alexander Mitchell is the right advisor for you? Invested Better is here to help.
