Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Joseph Sivertson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mitchell has been in the financial industry for over 37 years. Mitchell holds both Series 7 and Series 63 licenses and has held various positions at UBS Financial Services Inc., Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Wells Fargo Advisors. Mitchell provides portfolio management and financial planning services to individuals and businesses. Mitchell also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
OR
11/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CANNON BEACH OR)
AZ
07/22/2005 - 05/05/2014
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
12/15/1998 - 08/05/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/23/1985 - 12/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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