Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dale Mitchell is a financial advisor at Raymond James Financial Services Advisors, Inc. James has been a registered representative since 1981. James is a licensed Investment Advisor Representative in Florida, South Carolina, and Virginia. James is also licensed to sell Medicare supplement and advantage plans.
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
FL
09/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (Tampa FL)
NA
12/23/1987 - 09/10/1988
BARNETT BOND SERVICE, INC.
NA
11/18/1985 - 08/31/1987
PAINEWEBBER INCORPORATED
NA
12/15/1984 - 11/18/1985
FSC SECURITIES CORPORATION
NA
06/25/1982 - 11/30/1984
DEAN WITTER REYNOLDS INC.
NA
12/24/1981 - 07/26/1982
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 07/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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