Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Jay Adler is a financial professional with over 38 years of experience in the industry. Mitchell has a wide range of experience and expertise in various areas of financial services. Mitchell is currently registered with SPC, a firm with over 34,000 clients and more than $5.5 billion in assets under management. Mitchell's previous experience includes roles at First Security Investments, Inc., UBS PaineWebber Inc., American Capital Corporation, Prudential-Bache Securities Inc., Drexel Burnham Lambert Incorporated, and Dean Witter Reynolds Inc.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
PA
03/18/2005 - Present
SPC (NEWTOWN PA)
PA
05/29/2002 - 03/22/2005
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NJ
02/19/1992 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
PA
06/06/1990 - 02/24/1992
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
05/26/1989 - 06/14/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
05/13/1988 - 06/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/20/1984 - 05/24/1988
DEAN WITTER REYNOLDS INC.
BC
Issued 06/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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