Unclaimed
Daniel Mitchell is a financial advisor with Leerink Partners LLC. Daniel Mitchell is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 63, Series 79TO, and the SIE exam. Daniel Mitchell has been working in the financial industry since July 24, 2024 and is currently registered with Leerink Partners LLC in Charlotte, NC.
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
NC
07/25/2024 - Present
Leerink Partners LLC (Charlotte NC)
BC
Issued 06/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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