Unclaimed
Justin Bradley Mitchell is a financial advisor with Synovus Securities, Inc., based in Juno Beach, FL. Justin has over 8 years of experience in the financial services industry. Justin holds Series 7 and Series 66 licenses and has earned the SIE designation. Justin has worked with firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC, PNC INVESTMENTS, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Justin specializes in providing investment advice and financial planning services to individuals, families, and businesses. Justin is committed to 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.
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.
Tax related services, administrative 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.
1
2
FL
04/26/2022 - Present
Synovus Securities, Inc. (JUNO BEACH FL)
FL
06/06/2017 - 03/06/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)
FL
03/10/2017 - 06/02/2017
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
02/09/2016 - 03/01/2017
PNC INVESTMENTS (JUPITER FL)
FL
04/03/2014 - 12/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
BOTH
Issued 07/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Mitchell is the right advisor for you? Invested Better is here to help.