Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitch? Claim Your ProfileMitch Hamilton is a financial advisor with over 11 years of experience in the industry. Mitch is currently registered with Cetera Investment Advisers LLC in Lake Tapps, WA. Mitch's previous experience includes roles at CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Mitch holds the Series 66, Series 7, and SIE licenses. Mitch is also a certified financial planner. Mitch specializes in providing financial advice to individuals, families, and businesses. Mitch is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and 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.
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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WA
09/19/2023 - Present
Cetera Investment Advisers LLC (Lake Tapps WA)
WA
03/07/2016 - 08/17/2023
CUSO FINANCIAL SERVICES, L.P. (BONNEY LAKE WA)
WA
12/09/2015 - 03/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
01/26/2012 - 12/03/2015
EDWARD JONES (EDMONDS WA)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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