Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Loper is a financial advisor who has been in the industry since December 2007. Mitchell is currently registered with Raymond James Financial Services Advisors, Inc. and works from their office in Tuscaloosa, Alabama. Mitchell is licensed to provide financial advice in 29 states and is a registered Investment Advisor. Mitchell's previous experience includes roles at Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc..
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
AL
09/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tuscaloosa AL)
AL
02/13/2013 - 09/29/2021
RAYMOND JAMES & ASSOCIATES, INC. (TUSCALOOSA AL)
AL
12/20/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
BOTH
Issued 11/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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