Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell McCann is a financial advisor at Wells Fargo Clearing Services, LLC. Mitchell has been working in the financial industry since 1992. Mitchell holds several licenses, including Series 7, 9, 10, 31, 63, and 65. Mitchell is also a Certified Financial Planner. Mitchell has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Mitchell is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
NC
02/27/2012 - Present
Wells Fargo Clearing Services, LLC (ASHEVILLE NC)
NC
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (ASHEVILLE NC)
NC
04/19/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ASHEVILLE NC)
NC
12/21/1992 - 04/24/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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