Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mitchell is a financial advisor with over 38 years of experience in the financial services industry. George is registered with MML Investors Services, LLC in New York and Connecticut. George is also a Certified Financial Planner. George's experience includes working at The Windmill Group, Inc., LPL Financial LLC, NewAlliance Investments, Inc., People's Securities, Inc., HSBC Securities (USA) Inc., Chase Investment Services Corp., Chemical Investment Services Corp., Franklin Financial Services Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, and MONY Securities Corp. George provides financial planning, asset allocation programs, educational seminars, and pension consulting services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
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 programs
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.
Solicitors fees
1
2
CT
05/31/2024 - Present
MML Investors Services, LLC (STAMFORD CT)
NY
01/11/2013 - 06/27/2024
THE WINDMILL GROUP, INC. (SOMERS NY)
CT
05/31/2011 - 10/10/2012
LPL FINANCIAL LLC (STAMFORD CT)
CT
11/08/2010 - 06/01/2011
NEWALLIANCE INVESTMENTS, INC. (STAMFORD CT)
CT
09/12/2007 - 11/05/2010
PEOPLE'S SECURITIES, INC. (STAMFORD CT)
NY
08/07/2006 - 07/23/2007
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
09/18/1996 - 07/18/2006
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NA
03/24/1995 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
TX
11/18/1992 - 03/28/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
AZ
11/19/1989 - 11/13/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/02/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/09/1984 - 11/29/1988
MONY SECURITIES CORP.
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure George Mitchell is the right advisor for you? Invested Better is here to help.
