Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Douglas Custenborder is a financial advisor registered with World Investment Advisors, LLC. Mitchell's career in the financial industry began in 2013. Mitchell has held registrations with Edward Jones and Raymond James Financial Services, Inc. prior to joining World Investment Advisors, LLC. Mitchell has a Series 7 license, a Series 66 license, and the SIE exam. Mitchell is a Certified Financial Planner and is currently registered in several states including Florida, Massachusetts, and Texas. Mitchell is also an insurance agent licensed to sell life, health, disability, long-term care, and annuity insurance.
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.
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2
FL
06/28/2024 - Present
World Investment Advisors, LLC (Palm City FL)
MA
01/13/2017 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Westborough MA)
MA
10/21/2013 - 01/17/2017
EDWARD JONES (NORWELL MA)
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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