Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mitchell is a registered representative with First Citizens Investor Services, Inc., with offices in Raleigh, NC. John has been in the financial services industry since 2024. John has passed the Series 63, Series 6TO and SIE exams. John specializes in providing financial planning and investment management services to individuals and businesses.
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.
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
NC
05/13/2024 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
BC
Issued 05/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Mitchell is the right advisor for you? Invested Better is here to help.
