Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Craig Voss is a financial advisor with over 30 years of experience in the industry. Mitchell has worked at Mutual Advisors, LLC since 2013. Previously, Mitchell has worked at Brokerage Administrators Corporation, Fundmark Investment Company Services, Inc., Hall & Company Incorporated, Jack White & Company, Bateman Eichler, Hill Richards, Incorporated, and Sutro & Co. Incorporated. Mitchell is a registered representative with the State of Colorado. Mitchell is committed to providing personalized financial advice and investment management services to help individuals, families, and businesses achieve their financial goals.
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.
Hourly consulting
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
CA
05/15/2015 - Present
Mutual Advisors, LLC (CAMARILLO CA)
CO
03/09/1995 - 03/11/1997
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
NA
04/19/1994 - 07/17/1995
FUNDMARK INVESTMENT COMPANY SERVICES, INC.
NA
04/08/1994 - 04/13/1994
FUNDMARK INVESTMENT COMPANY SERVICES, INC.
NA
03/07/1991 - 10/13/1992
FUNDMARK INVESTMENT COMPANY SERVICES, INC.
NA
03/07/1986 - 05/05/1992
HALL & COMPANY INCORPORATED
NA
04/30/1985 - 10/28/1985
JACK WHITE & COMPANY
NA
01/19/1984 - 02/12/1985
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
08/31/1983 - 02/07/1984
JACK WHITE & COMPANY
NA
05/05/1982 - 08/23/1982
SUTRO & CO. INCORPORATED
NA
01/14/1982 - 04/23/1982
SAN DIEGO SECURITIES INCORPORATED
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/23/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/1987
Series 4 - Registered Options Principal Examination
BC
Issued 04/10/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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