Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mitchell is a financial professional with over 10 years of experience in the financial services industry. James Mitchell is registered with State Farm Investment Management Corp. and is currently licensed to provide financial advice in Kansas and Missouri. James Mitchell has a Series 6 and Series 63 license. James Mitchell is a Chartered Financial Consultant. James Mitchell has also held previous positions with James Mitchell Insurance Agency. James Mitchell is a financial professional with a strong track record of success in helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MO
08/10/2018 - Present
State Farm Investment Management Corp. (Independence MO)
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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