Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Reinhardt is a financial advisor with over 40 years of experience in the industry. Mitchell is a Certified Financial Planner™ professional. Mitchell is currently registered with LPL Financial LLC in Fresno, California. Prior to joining LPL Financial LLC, Mitchell was with Capital Financial Services, Inc. in Fresno, California, Arm Securities Corporation in Minot, North Dakota, Quick & Reilly, Inc. in New York, New York, JMC Investment Services, Inc. in Boston, Massachusetts, Bateman Eichler, Hill Richards, Incorporated, Shearson Lehman Hutton Inc. in New York, New York, E. F. Hutton & Company Inc., and State Bond Sales Corporation. Mitchell holds the Series 1, 3, 4, 7, 8, 9, 10, 63, and SIE licenses. Mitchell specializes in providing financial advice to individuals, businesses, and institutions. Mitchell's other business activities include being a Partner at Brownstone Investment Partners, which is a real estate rental business, and being a DBA for Thiesen Dueker Modern Wealth Management, which is an entity for Mitchell's LPL business.
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
CA
01/24/2017 - Present
LPL Financial LLC (FRESNO CA)
CA
06/02/2003 - 01/24/2017
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
ND
07/03/2001 - 06/02/2003
ARM SECURITIES CORPORATION (MINOT ND)
NY
06/21/1993 - 07/17/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/23/1990 - 06/21/1993
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
NA
05/19/1989 - 12/19/1989
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NY
04/11/1988 - 06/14/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/26/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
09/05/1980 - 08/26/1987
STATE BOND SALES CORPORATION
BC
Issued 03/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/16/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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