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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harold Mitchell is a financial advisor with Cetera Investment Advisers LLC, located in Lemoyne, PA. James has been in the industry since March 3, 1994. James is a Chartered Financial Consultant and has a wide range of experience in the financial services industry. James holds several licenses and certifications including Series 7, Series 63, Series 65, Series 24, Series 26 and Series 53. James specializes in financial planning, portfolio management, pension consulting and educational seminars.
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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LEMOYNE PA)
PA
07/16/2013 - 03/30/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Camp Hill PA)
PA
06/29/2010 - 07/19/2013
AXA ADVISORS, LLC (LANCASTER PA)
PA
01/31/2004 - 06/01/2010
MML INVESTORS SERVICES, INC. (CAMP HILL PA)
NY
05/08/2000 - 01/23/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
04/02/1997 - 05/08/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
12/07/1993 - 02/07/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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