Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Akiva Katz is a financial advisor with over 20 years of experience in the industry. Mitchell Katz is currently registered with Eagle Strategies LLC and has been with the firm since 2003. Previously, Mitchell Katz was associated with Richmark Capital Corporation and Lloyd Wade Securities Inc. Mitchell Katz holds Series 7, 63, and 66 licenses as well as the Securities Industry Essentials Exam (SIE). Mitchell Katz's areas of specialization include: Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Publication of Periodicals. Mitchell Katz is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
MD
01/03/2018 - Present
Eagle Strategies LLC (BETHESDA MD)
TX
04/14/1999 - 07/19/1999
RICHMARK CAPITAL CORPORATION (IRVING TX)
TX
12/08/1998 - 04/26/1999
LLOYD WADE SECURITIES INC. (DALLAS TX)
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Katz is the right advisor for you? Invested Better is here to help.
