Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Grace Mitchell is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Jennifer has been working in the industry since August 20, 1986. Jennifer is registered in 24 states and has passed the Series 6, 7, 22 and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (CADILLAC MI)
MI
08/15/1989 - 08/20/2009
MUTUAL SERVICE CORPORATION (CADILLAC MI)
NA
02/26/1987 - 08/23/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/24/1986 - 02/04/1987
MUTUAL SERVICE CORPORATION
NA
04/23/1986 - 06/16/1986
FIRST INVESTORS CORPORATION
BC
Issued 05/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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