Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Wood is a financial advisor with Raymond James & Associates, Inc., in St. Petersburg, Florida. Mitchell has been working in the financial industry since October 16, 2023. Mitchell holds the Series 99TO and SIE licenses. Mitchell has a focus on a variety of financial planning and investment 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/17/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 10/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mitchell Wood is the right advisor for you? Invested Better is here to help.
