Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mitchell is a financial advisor who specializes in providing financial planning and investment management services to individuals, families, and institutions. Joseph is a Certified Financial Planner™ and a Chartered Financial Analyst®. Joseph has been a registered investment advisor representative with Oxford Financial Group, Ltd. since March 2023. Joseph has over 15 years of experience in the financial services industry. Prior to joining Oxford Financial Group, Joseph worked at Bessemer Trust. Joseph is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
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IN
09/26/2024 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
GA
11/09/2022 - 03/01/2023
BESSEMER INVESTOR SERVICES, INC. (ATLANTA GA)
GA
10/06/2006 - 08/29/2011
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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