Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mitchell is an Investment Advisor Representative with Affinity Financial, LLC in SOUTH SALT LAKE, UT. Andrew is licensed to provide investment advisory services in Utah. He is also a Series 65 holder. Andrew has been in the financial services industry since 2009 and has experience with retirement plan setup and recordkeeping services. Affinity Financial, LLC is a firm that provides financial planning and portfolio management services to individuals and pension and profit-sharing plans.
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.
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.
Retirement plan setup & record keeping services
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UT
02/26/2021 - Present
Affinity Financial, LLC (SOUTH SALT LAKE UT)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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