Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Kalman Spitz is a financial professional licensed in California and Oregon. Mitchell Spitz is registered with Finalis Securities LLC. Mitchell Spitz passed the Series 63, SIE, and Series 82TO exams. Mitchell Spitz has been in the industry since August 27, 2023.
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.
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.
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NY
08/28/2023 - Present
Finalis Securities LLC (New York NY)
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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