Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Tokowitz is a financial advisor at LPL Financial LLC. Mitchell has been in the industry since August 2002 and has a broad background in financial services. Mitchell has worked with E*TRADE SECURITIES LLC and H&R Block Financial Advisors, INC. before joining LPL Financial. Mitchell is a registered representative with FINRA and is licensed to sell securities in Michigan, New Jersey, New York and Wisconsin. Mitchell offers a variety of services to his clients, including financial planning, portfolio management and investment 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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2
MI
08/25/2020 - Present
LPL Financial LLC (BERKLEY MI)
MI
02/16/2007 - 07/21/2020
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
01/28/2004 - 02/13/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (WEST BLOOMFIELD MI)
FL
06/11/2003 - 02/03/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
11/03/2000 - 02/05/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/03/1993 - 07/19/1994
FIRST OF MICHIGAN CORPORATION
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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