Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchel? Claim Your ProfileMitchel Takens is a financial advisor with LPL Financial LLC. Mitchel has been working in the financial services industry since February 10, 2021. Mitchel has worked for Securities America, Inc. and Nexa Mortgage. Mitchel is registered to provide investment advisory services in Michigan. Mitchel Takens holds the Series 66, Series 7TO and the SIE licenses. LPL Financial LLC is a Registered Investment Advisor with $463.48 Billion in assets under management. LPL Financial LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. LPL Financial LLC also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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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MI
12/07/2022 - Present
LPL Financial LLC (HUDSONVILLE MI)
MI
02/11/2021 - 12/08/2022
SECURITIES AMERICA, INC. (HUDSONVILLE MI)
BOTH
Issued 03/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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