Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Kean Robinson is an experienced financial advisor with over 28 years in the industry. Mitchell is currently registered with Mariner Independent, an independent investment advisor firm. Mitchell provides investment advisory services to a variety of clients, including individuals, businesses, and charitable organizations. Mitchell specializes in financial planning, portfolio management, and pension consulting. Mitchell has a strong track record of success in helping clients achieve their financial goals. Mitchell is committed to providing personalized service and tailored investment strategies to meet the unique needs of each client.
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.
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.
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2
OK
10/31/2024 - Present
Mariner Independent (Tulsa OK)
OK
01/10/2013 - 11/11/2021
LPL FINANCIAL LLC (TULSA OK)
OK
08/14/2003 - 10/19/2012
BOSC, INC. (TULSA OK)
MA
02/08/1996 - 07/23/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/08/1996 - 07/23/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/23/1993 - 09/06/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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