Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Brian Walk is an investment advisor representative at Kestra Advisory Services, LLC. Mitchell has been in the securities industry for over 23 years and is registered with FINRA and the state of Florida. Mitchell holds a Series 7, Series 63 and Series 65 licenses. Mitchell provides investment advisory services through Kestra Advisory Services, LLC, which has offices in Sarasota, Florida and Austin, Texas. Kestra Advisory Services, LLC provides financial planning and portfolio management services to individuals, families, and businesses. Mitchell is also a member of the Board of Trustees for Flagler College in St. Augustine, Florida.
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.
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.
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
FL
07/27/2023 - Present
Kestra Advisory Services, LLC (SARASOTA FL)
NE
03/15/2000 - 01/12/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 05/17/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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