Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchel? Claim Your ProfileMitchel Katz-winnick is an investment advisor representative at Edelman Financial Engines. Mitchel is licensed to provide investment advice in California. Mitchel has been in the financial services industry since 2014 and has experience working with a variety of clients, including individuals, businesses, and institutions. Mitchel is committed to providing his clients with personalized financial advice that helps them achieve their financial 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.
Set-up fees & related svcs; reimbursements for printed materials
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CA
06/18/2024 - Present
Edelman Financial Engines (Seal Beach CA)
IA
Issued 06/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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