Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mart? Claim Your ProfileMart Mitchell is a financial advisor at Edward Jones with over 25 years of experience in the industry. Mart has a strong background in investments, having previously worked for Russell Investments in various roles. Mart is a licensed securities professional and holds both Series 7 and Series 66 licenses. Mart has a diverse clientele, including individuals, families, businesses, and retirement plans. Mart is committed to providing personalized financial guidance and helping clients reach 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.
See schedule d - miscellaneous
1
2
WA
12/13/2018 - Present
Edward Jones (PUYALLUP WA)
WA
06/15/2016 - 09/10/2018
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)
WA
01/01/2008 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
07/01/2004 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
02/22/2000 - 08/26/2004
FRANK RUSSELL SECURITIES, INC. (SEATTLE WA)
WA
12/07/1995 - 02/14/2000
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BOTH
Issued 12/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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