Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bradley Mitchell is a financial advisor who has been in the industry since 2004. Matthew is currently registered with Aegis Capital Corp. and has previously been registered with BOK FINANCIAL SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Matthew holds the Series 66, SIE and Series 7 securities licenses. Matthew specializes in providing financial planning, portfolio management services for individuals, businesses and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/07/2023 - Present
Aegis Capital Corp. (MELVILLE NY)
OK
08/01/2008 - 01/05/2023
BOK FINANCIAL SECURITIES, INC. (Tulsa OK)
OK
10/18/2004 - 07/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
Not sure Matthew Mitchell is the right advisor for you? Invested Better is here to help.
