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 Eagle Strategies LLC. Mitchell is a registered investment advisor in Maryland and Texas. Mitchell has been in the financial services industry since 1998 and holds the Series 63, Series 66 and Series 7 licenses. Mitchell's areas of expertise include financial planning, pension consulting and portfolio management for individuals. Mitchell provides advisory services to individuals, high net worth individuals, corporations and charitable organizations. Mitchell is also a board member for Becky's Fund and an investor in 4500 Walsh Investor LLC. Mitchell is committed to providing his 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.
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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 8/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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