Unclaimed
Brian Mitchell is a financial advisor with over 15 years of experience in the financial industry. Brian has a strong background in providing financial advice to individuals and families. Brian is currently registered with American Fidelity Securities, Inc. and is licensed to sell securities in several states. Brian is committed to providing personalized financial advice to help clients achieve their financial goals. Brian's prior experience includes roles at Multi-Financial Securities Corporation, Foresters Equity Services, Inc., and Pruco Securities, LLC.
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.
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.
1
2
OK
08/18/2018 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
MI
06/18/2007 - 10/24/2008
MULTI-FINANCIAL SECURITIES CORPORATION (KALAMAZOO MI)
MI
01/21/2005 - 06/01/2007
FORESTERS EQUITY SERVICES, INC. (GRAND RAPIDS MI)
NJ
09/10/2004 - 01/19/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 02/21/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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