Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Mitchell is a financial professional with over 15 years of experience in the financial services industry. Isaiah is currently registered with LPL Financial LLC in San Diego, CA. Isaiah has held previous positions with INDEPENDENT FINANCIAL GROUP, LLC, ING FINANCIAL PARTNERS, INC., FIRST ALLIED SECURITIES, INC., AIG SUNAMERICA CAPITAL SERVICES, INC. and WS GRIFFITH SECURITIES, INC. Isaiah holds Series 7, Series 63 and Series 65 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/14/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/23/2013 - 03/02/2018
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CT
02/27/2013 - 09/17/2013
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
11/14/2006 - 01/04/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/17/2004 - 10/24/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CT
08/01/2002 - 02/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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