Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Alan West is a financial advisor with over 20 years of experience in the industry. Mitchell is registered with &partners, and has previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Mitchell holds the Series 66, Series 7, and SIE licenses. Mitchell specializes in portfolio management for individuals and businesses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
06/28/2024 - Present
&partners (Clayton MO)
TX
04/22/2022 - 07/05/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PALESTINE TX)
TX
01/01/2008 - 04/22/2022
WELLS FARGO CLEARING SERVICES, LLC (PALESTINE TX)
TX
12/03/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALESTINE TX)
BOTH
Issued 12/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell West is the right advisor for you? Invested Better is here to help.
