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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 Brennan is an Investment Advisor Representative with Burgess Chambers & Associates Inc. Mitchel Brennan has been in the industry since June 2013. Mitchel Brennan is licensed in Florida and Texas and holds a Series 65. The firm specializes in providing investment advisory services for individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities and other investment advisors. The firm has approximately 69 clients and manages $151,702,176 in assets.
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.
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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FL
01/21/2015 - Present
Burgess Chambers & Associates Inc. (ORLANDO FL)
IA
Issued 11/02/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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