Unclaimed
Mitchell Jay Edwards is a financial advisor with over 23 years of experience in the industry. Mitchell is currently registered with Feltl Advisors in Plymouth, Minnesota and is a Registered Representative. Mitchell has also previously worked with Miller Johnson Steichen Kinnard, Inc., Stockwalk.com, Inc., Online Brokerage Solutions, Inc., and Miller, Johnson & Kuehn, Incorporated. Mitchell has held several industry licenses including Series 66, Series 53, Series 4, Series 24, Series 57TO, SIE, Series 87, Series 55, and Series 7.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
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.
Percentage of assets under outside management
1
2
MN
12/19/2013 - Present
Feltl Advisors (PLYMOUTH MN)
MN
04/13/2000 - 07/21/2003
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
12/01/2000 - 05/15/2002
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
IL
12/01/2000 - 02/26/2001
ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)
MN
12/01/2000 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 04/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2000
Series 4 - Registered Options Principal Examination
BC
Issued 05/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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