Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Liesmann is a financial advisor with Momentum Independent Network Inc. Mitchell has been in the financial industry since January 2006 and specializes in retirement planning, mutual funds, investment advisory services, securities and variable annuities. Mitchell has a bachelor's degree in finance and is a registered representative with FINRA. Mitchell is also a registered investment advisor and holds the Series 7, Series 63, Series 66, Series 10, Series 9, and Series 24 licenses. Mitchell has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Mitchell has a proven track record of success in helping clients achieve their financial goals. Mitchell has also held past positions at LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Edward Jones.
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.
12b-1 fees
1
2
TX
02/02/2024 - Present
Momentum Independent Network Inc. (Johnson City TX)
TX
08/22/2016 - 02/14/2024
LPL FINANCIAL LLC (JOHNSON CITY TX)
TX
10/01/2012 - 09/01/2016
J.P. MORGAN SECURITIES LLC (FREDERICKSBURG TX)
TX
02/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
01/01/2006 - 02/03/2010
EDWARD JONES (LLANO TX)
BOTH
Issued 11/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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