Unclaimed
Chad Mitchell is a financial advisor with over 20 years of experience in the industry. Chad is currently registered with Columbia Management Investment Distributors, Inc. and has been with the firm since January 2, 2009. Prior to that Chad worked with RiverSource Distributors, Inc. and Ameriprise Financial Services, Inc. Chad is licensed in Minnesota and holds the Series 7 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam.
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
MN
01/02/2009 - Present
Columbia Management Investment Distributors, Inc. (Minneapolis MN)
MN
02/19/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/03/2000 - 02/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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