Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mitch is a financial professional with over 30 years of experience in the industry. Michael is currently registered with United Planners' Financial Services of America a Limited Partner. Michael has been with United Planners' Financial Services of America a Limited Partner since 2010 and has also been involved with Insley Financial since 2010. Michael holds Series 6, Series 63, Series 65 and SIE licenses. Michael's prior registrations include LPL Financial Corporation. Michael has experience with a wide range of client types including high-net-worth individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
02/03/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CO
03/09/2010 - 11/18/2010
LPL FINANCIAL CORPORATION (BAYFIELD CO)
IA
Issued 07/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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