Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Downey Mitchell is a financial advisor with Ameriprise Financial Services, LLC in Asheboro, NC. Colleen has been in the industry since 1999 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Colleen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Colleen is a registered representative with FINRA and a registered investment advisor with the state of North Carolina. Colleen is also a member of the Ameriprise Financial Services, LLC team. Colleen is dedicated to providing her clients with the highest level of service and expertise.
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.
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.
Asset allocation services
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.
1
2
NC
06/05/2015 - Present
Ameriprise Financial Services, LLC (Asheboro NC)
NC
02/17/2009 - 06/08/2015
EDWARD JONES (RANDLEMAN NC)
NC
01/01/2008 - 01/26/2009
WACHOVIA SECURITIES, LLC (GREENSBORO NC)
NC
02/23/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENSBORO NC)
MA
01/27/1998 - 03/11/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 09/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Colleen Mitchell is the right advisor for you? Invested Better is here to help.
