Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mitchell is a financial advisor who has been in the industry since 1993. Jennifer is currently registered with Castle Rock Wealth Management, LLC and is licensed to provide advisory services in California, Arizona, Michigan and Ohio. Jennifer has also worked for First Allied Securities, Inc. and Round Hill Securities, Inc. Jennifer has a broad range of experience in financial planning, portfolio management, and pension consulting. Jennifer specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/17/2016 - Present
Castle Rock Wealth Management, LLC (WALNUT CREEK CA)
CA
06/13/2005 - 02/13/2018
FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)
CA
03/04/1996 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
12/17/1993 - 03/29/1996
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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