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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Mitchell is a financial advisor at Osaic Wealth, Inc., a firm with over 40,000 clients. Michael has been in the financial services industry since 1988 and is licensed to provide financial advice in 12 states. Michael has earned both Series 6 and Series 63 securities licenses and the SIE exam. He is a highly experienced professional with a focus on serving high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
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.
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IA
11/03/2023 - Present
Osaic Wealth, Inc. (WEST DES MOINES IA)
IA
06/24/1993 - 11/03/2023
FSC SECURITIES CORPORATION (WEST DES MOINES IA)
MN
04/11/1988 - 06/30/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 04/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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