Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Glicksman is a financial advisor with Commonwealth Financial Network, a firm headquartered in Waltham, Massachusetts. Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. He is registered as a securities professional in 27 states and the District of Columbia, and is also registered with the state of Rhode Island as an investment advisor. Mitchell has a diverse background, having worked for several firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and UBS Securities LLC. Mitchell focuses on providing financial planning and investment management services to individuals, families, businesses, and non-profit organizations. He is a member of the Commonwealth Financial Network team in Scottsdale, Arizona.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/03/2024 - Present
Commonwealth Financial Network (SCOTTSDALE AZ)
IN
07/07/1998 - 11/04/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/07/1998 - 11/04/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
12/02/1997 - 06/08/1998
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Glicksman is the right advisor for you? Invested Better is here to help.
