Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leo Mitchell is an investment advisor representative with Raymond James Financial Services Advisors, Inc., based in Marysville, OH. Joseph has been in the financial services industry since 1996, has been registered with Raymond James Financial Services Advisors, Inc. since 2018 and has been associated with Edward Jones since 2003. Joseph is registered to provide investment advice in Alabama, Arizona, Florida, Georgia, Illinois, New Jersey, North Carolina, Ohio, South Carolina, Texas, and Utah. Joseph holds Series 6, 7, and 63 licenses. Joseph is also a partner in Milholland & Mitchell Financial Group, based in Marysville, OH. Joseph is also the owner of Mitchell Financial Strategies Group LLC, a support company based in Marysville, OH.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
10/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (Marysville OH)
OH
01/02/2003 - 10/22/2018
EDWARD JONES (MARYSVILLE OH)
NY
01/16/1996 - 11/11/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Mitchell is the right advisor for you? Invested Better is here to help.
