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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Mac Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. Gary has been in the financial services industry for over 30 years, having started in August 1994. Gary is a registered representative in Ohio, Kentucky, and Texas. Gary has a Series 7, 9, 10, 31 and 66 licenses. Gary is a Registered Investment Advisor (RIA) and a Broker Dealer (BD). Gary is committed to providing clients with personalized financial advice and services. Gary has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Gary also works with high-net-worth individuals, insurance companies, and charitable organizations. Gary believes in building long-term relationships with clients based on trust and understanding.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
06/08/2020 - Present
Raymond James Financial Services Advisors, Inc. (Cincinnati OH)
KY
05/01/2006 - 12/16/2009
RAYMOND JAMES & ASSOCIATES, INC. (MAYSVILLE KY)
KY
07/28/1998 - 05/02/2006
MORGAN KEEGAN & COMPANY, INC. (MAYSVILLE KY)
TN
08/30/1994 - 10/28/1998
TRANS FINANCIAL INVESTMENT SERVICES, INC. (NASHVILLE TN)
MA
08/11/1994 - 08/08/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/11/1994 - 09/15/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/7/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/5/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 8/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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