Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Scher is a financial advisor with over 40 years of experience in the financial services industry. Mitchell is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Previously Mitchell worked for OSAIC FA, INC. and MetLife Securities Inc. Mitchell holds the Series 7, Series 24, Series 26, and Series 53 licenses and the SIE exam. Mitchell has the Chartered Financial Consultant designation.
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.
Solicitation fees from 3rd party money managers
1
2
FL
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Celebration FL)
NY
11/05/2013 - 08/30/2024
OSAIC FA, INC. (JERICHO NY)
NY
11/19/2001 - 11/08/2013
METLIFE SECURITIES INC. (NEW YORK NY)
NY
11/19/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
01/19/1993 - 11/15/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
10/20/1980 - 01/15/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/22/1978 - 01/15/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
02/03/1977 - 02/03/1978
FIRST INVESTORS CORPORATION
BC
Issued 03/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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