Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Mitchell is a financial advisor with Ameriprise Financial Services, LLC located in Oklahoma City, OK. Marsha has over 25 years of experience in the financial industry, and she specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Marsha is committed to helping her clients achieve their financial goals and she is passionate about educating them about their financial options.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OK
06/24/2019 - Present
Ameriprise Financial Services, LLC (Oklahoma City OK)
OK
11/08/2012 - 07/16/2019
BOK FINANCIAL SECURITIES, INC. (EDMOND OK)
OK
05/24/2019 - 05/24/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Elk City OK)
OK
07/06/2011 - 11/08/2012
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
03/13/1998 - 11/08/2011
IBC INVESTMENTS (OKLAHOMA CITY OK)
OH
07/01/1996 - 12/31/1997
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NA
12/10/1992 - 07/01/1996
FINANCIAL HORIZONS SECURITIES CORPORATION
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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