Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell D. Long is an investment advisor representative at Raymond James Financial Services Advisors, Inc. and has been in the industry since June 20, 2022. Mitchell is licensed to provide financial services in multiple states, including Pennsylvania, California, Delaware, Florida, Kentucky, Maryland, Michigan, New Jersey, New York, Ohio, South Carolina, Tennessee, Vermont, Virginia, and West Virginia. Mitchell is a registered representative of Raymond James Financial Services, Inc. and a registered investment advisor representative of Raymond James Financial Services Advisors, Inc. in Pennsylvania. Mitchell also has a number of designations. Mitchell is involved in a number of other business activities. Mitchell is currently affiliated with Investment Planning Group, Inc. which is not investment related. The company is a support company/DBA and Mitchell is a registered associate with 0 hours per month, 0 during trading hours, working in support staff.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
08/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (LANCASTER PA)
BOTH
Issued 08/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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