Unclaimed
Mitch Silberman is an investment advisor representative. Mitch has been in the industry since 1993 and has been registered with Cetera Investment Advisers LLC since 2023. Mitch is also the president and CEO of Silberman Wealth Strategies, Inc. Mitch provides financial planning, investment advisory, and insurance services. Mitch holds Series 6, 7, 26, 63, and 65 securities licenses and is registered with the state of California as an investment advisor representative. Mitch is also a member of the Jewish Republican Alliance.
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.
1
2
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (BRENTWOOD TN)
CA
10/24/2003 - 12/07/2007
ASSOCIATED SECURITIES CORP. (WESTLAKE VILLAGE CA)
IN
04/20/2000 - 10/29/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
GA
06/06/1994 - 04/26/2000
WMA SECURITIES, INC. (DULUTH GA)
FL
10/29/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 6/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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