Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Eugene Luth Pickard is a financial advisor with LPL Financial LLC. Mitchell has been in the industry for over 3 years and is registered with the state of South Carolina. Mitchell has a Series 7, Series 66 and SIE license. Mitchell specializes in providing financial planning services to individuals, corporations, charitable organizations and pension and profit-sharing plans. Mitchell is also a business owner of Shock Performance Horses, LLC in Fort Mill, SC.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
09/12/2022 - Present
LPL Financial LLC (FORT MILL SC)
SC
05/13/2021 - 02/22/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/04/2020 - 03/17/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 11/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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