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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Anderson is an Investment Advisor Representative with Soltis Investment Advisors, LLC. Mitchell has over 8 years of experience in the financial services industry. Mitchell has Series 7, 63 and 65 licenses and holds the Chartered Financial Analyst designation. Mitchell has worked with William Blair, LPL Financial LLC, Private Client Services, LLC, and Solidity Wealth, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
04/21/2023 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
PA
08/02/2018 - 03/08/2021
PRIVATE CLIENT SERVICES, LLC (Pittsburgh PA)
PA
03/26/2018 - 08/03/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
IL
03/19/2015 - 03/26/2018
WILLIAM BLAIR (CHICAGO IL)
IA
Issued 02/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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