Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mitchell is an investment advisor representative in Harker Heights, TX. David Mitchell is registered with Thrivent Investment Management Inc. and has been in the industry since 2021. David Mitchell has passed the Series 63, Series 65, Series 6TO and SIE exams. David Mitchell specializes in providing financial planning and portfolio management for individuals.
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.
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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TX
09/15/2023 - Present
Thrivent Investment Management Inc. (Harker Heights TX)
TX
10/25/2021 - 03/20/2023
BANKERS LIFE SECURITIES, INC. (AUSTIN TX)
IA
Issued 09/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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