Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Burnstine is a financial advisor with over 30 years of experience in the industry. Mitchell currently works at Oppenheimer & Co. Inc. in Chicago, IL. Mitchell specializes in various areas including fixed income, mutual funds, variable annuities, and stocks. Previous employers include D.A. Davidson & Co., Hilltop Securities Inc., William Blair, Mesirow Financial, Inc., and Rodman & Renshaw Inc. Mitchell is licensed in all 50 states and holds Series 7, 63, 79TO, and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/05/2023 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
11/17/2021 - 09/05/2023
D.A. DAVIDSON & CO. (CHICAGO IL)
IL
04/09/2018 - 11/17/2021
HILLTOP SECURITIES INC. (CHICAGO IL)
IL
01/25/2013 - 03/26/2018
WILLIAM BLAIR (CHICAGO IL)
IL
08/02/2010 - 01/28/2013
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
08/09/1994 - 08/09/2010
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
08/27/1990 - 08/11/1994
RODMAN & RENSHAW INC. (CHICAGO IL)
IL
03/31/1989 - 08/28/1990
WILLIAM BLAIR & COMPANY (CHICAGO IL)
IL
12/17/1985 - 10/29/1987
RODMAN & RENSHAW INC. (CHICAGO IL)
BC
Issued 12/03/1990
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 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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