Unclaimed
Mitchell Vandenmeerendonk is a financial advisor with Great Valley Advisor Group, Inc. Mitchell has been in the financial services industry since 2021. Mitchell is registered with FINRA and the states of Minnesota and Wisconsin. Mitchell holds the Series 66, Series 7TO and SIE licenses. Mitchell is licensed to provide investment advisory services through Great Valley Advisor Group, Inc. Mitchell provides investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Mitchell also provides consulting services, financial planning, educational seminars, and selection of other advisors.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
WI
04/06/2022 - Present
Great Valley Advisor Group, Inc. (Altoona WI)
BOTH
Issued 01/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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