Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Blecker is a financial professional with over 25 years of experience in the financial services industry. Mitchell is currently registered with LPL Financial LLC in Hawthorne, New York. Prior to this, Mitchell was also registered with LPL Financial LLC in Ronkonkoma, New York and Nationwide Securities, LLC in Ronkonkoma, New York. Mitchell holds the Series 6, Series 26, Series 63, and SIE licenses and specializes in providing a wide range of financial services including investment advisory services, portfolio management, and financial planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/04/2022 - Present
LPL Financial LLC (HAWTHORNE NY)
NY
06/29/2020 - 01/20/2021
LPL FINANCIAL LLC (RONKONKOMA NY)
NY
02/27/1995 - 07/01/2020
NATIONWIDE SECURITIES, LLC (Ronkonkoma NY)
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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