Unclaimed
Mitchell Arnold is a financial advisor with LPL Financial LLC, a national firm with more than $50 billion in assets. Mitchell has been in the industry since 1987, and is registered in 14 states as a broker-dealer and investment advisor. Mitchell specializes in providing financial planning and investment advice to individuals, families, and businesses. Mitchell's firm provides a wide range of services, including investment management, retirement planning, estate planning, and insurance.
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.
1
2
FL
08/23/2007 - Present
LPL Financial LLC (LAKE MARY FL)
FL
02/01/1999 - 05/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MAITLAND FL)
GA
03/07/1997 - 02/02/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
10/02/1987 - 03/17/1997
PENSION INVESTORS SECURITIES CORPORATION (LOS ANGELES CA)
BC
Issued 05/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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