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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Henry Mitchell is a financial advisor with over 24 years of experience in the financial services industry. John has worked with LPL Financial LLC since June 2016, providing financial advice to clients in the Danvers, MA area. Previously, John worked at EDWARD JONES from March 2012 to May 2016, USAA FINANCIAL ADVISORS, INC. from September 2009 to April 2012, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC from October 2005 to July 2009, IFMG SECURITIES, INC. from February 2004 to September 2005, QUICK & REILLY, INC. from March 2002 to February 2004 and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. from January 1998 to March 2002. John holds Series 6, 7, 63, and 65 licenses and the SIE exam. John's focus is on financial planning and investment management for individuals, families, and businesses. John is also able to provide consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
06/01/2016 - Present
LPL Financial LLC (DANVERS MA)
MA
03/23/2012 - 05/27/2016
EDWARD JONES (DANVERS MA)
MA
09/04/2009 - 04/05/2012
USAA FINANCIAL ADVISORS, INC. (NEEDHAM MA)
MA
10/21/2005 - 07/24/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
NY
02/02/2004 - 09/16/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
03/21/2002 - 02/09/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
01/30/1998 - 03/20/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 04/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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