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Julie Erin Mitchell

Berkshire Global Advisors LP

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About Julie Erin Mitchell

Julie Erin Mitchell is a registered representative at Berkshire Global Advisors LP. Julie has been in the industry since October 14, 2012. Julie holds the Series 99 and SIE licenses.

Firm Information

Julie Mitchell is currently registered with Berkshire Global Advisors LP. Berkshire Global Advisors LP is an investment advisor registered with the SEC and in 27 states. The firm was formed on August 1, 2018.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julie Mitchell’s Registration & Firm History

NY

10/15/2012 - Present

Berkshire Global Advisors LP (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Erin Mitchell.
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