Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell David Lee is a financial advisor with KKR Capital Markets LLC. Mitchell holds the Series 7, Series 24, and Series 63 licenses and has been in the industry since 2011. Mitchell's career began at Goldman, Sachs & Co. and has served in various roles across the industry. Mitchell is licensed in all 50 states and the District of Columbia.
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.
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.
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2
NY
07/29/2016 - Present
KKR Capital Markets LLC (New York NY)
NY
06/07/2011 - 07/07/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 03/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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