Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Bergen is a registered representative with Stifel, Nicolaus & Company, Inc. Mitchell has been in the securities industry for over 5 years. Mitchell currently holds a Series 66, Series 7, and SIE license and is licensed to offer securities in Nebraska and Texas. Mitchell is a financial professional who is committed to providing personalized financial advice to help clients meet their financial goals. Mitchell works with individuals, families, and businesses in the Nebraska and Texas area to provide financial planning, retirement planning, and investment management services.
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
NE
01/03/2024 - Present
Stifel, Nicolaus & Company, Inc. (LINCOLN NE)
BOTH
Issued 10/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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