Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Curtis Gerschick is a registered investment advisor representative associated with Savvy. Mitchell has been in the industry since 2012. Mitchell is currently registered with the state of Colorado and has been working with Savvy since November 2024. Mitchell has been involved in various roles, including positions with Wambolt & Associates, Huntington National Bank, Mitchell's Fish Market, Amazon, Pine House Bar & Kitchen, and Education. Mitchell holds the Series 65 license.
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.
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
CO
12/17/2024 - Present
Savvy (Evergreen CO)
Active
Inactive
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