Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher George Mitchell is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Rockefeller Financial LLC and is licensed to provide investment advice in North Carolina and Texas. Christopher has previously worked at Raymond James & Associates, Inc. and Wells Fargo Advisors, LLC. Christopher is a licensed investment advisor and holds the following licenses: Series 7, Series 31, Series 63, Series 65 and SIE. Christopher specializes in providing financial advice to individuals, families, and businesses. Christopher is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NC
02/16/2024 - Present
Rockefeller Financial LLC (Charlotte NC)
NC
11/27/2013 - 02/21/2024
RAYMOND JAMES & ASSOCIATES, INC. (CHARLOTTE NC)
NC
07/01/2003 - 11/18/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NY
08/31/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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