Unclaimed
Mitchel Thomas is a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Mitchel has been in the securities industry for 4 years and has a Series 66 license. Mitchel's experience is in the financial services industry, where he has held positions at Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, and Aspire Wealth Group. Mitchel is also an owner of a Fitness Consulting business in Hughesville, Pennsylvania. Mitchel is registered in Pennsylvania and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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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PA
10/03/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILLIAMSPORT PA)
Active
Inactive
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