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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchel? Claim Your ProfileMitchel Shapiro is a financial advisor with Cetera Investment Advisers LLC, specializing in creating and implementing comprehensive financial plans. Mitchel has over 39 years of experience in the financial services industry, having worked with various firms including Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., Integrated Resources Equity Corporation, and Lincoln Financial Advisors Corporation. Mitchel is registered as a broker-dealer and investment advisor representative in several states, including Florida, Maryland, and Texas. Mitchel also holds several professional designations, including Certified Financial Planner.
BOCA RATON, FL
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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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
AZ
01/10/1992 - 01/13/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
10/20/1989 - 01/15/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
08/21/1984 - 11/01/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/20/1987 - 03/24/1987
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
02/20/1987 - 03/24/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/20/1987 - 03/24/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 2/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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