Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Parker is an investment advisor representative at Safeguard Wealth Management. Mitchell has been in the industry since June 2019, has a Series 7 and Series 66 license, and is currently registered in Wisconsin. Before joining Safeguard Wealth Management, Mitchell worked as a financial advisor at Morgan Stanley.
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.
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.
1
2
OH
03/17/2023 - Present
Safeguard Wealth Management (Tiffin OH)
OH
06/20/2019 - 02/28/2023
MORGAN STANLEY (Pepper Pike OH)
OH
06/15/2018 - 08/29/2018
MML INVESTORS SERVICES, LLC (MAUMEE OH)
BOTH
Issued 07/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mitchell Parker is the right advisor for you? Invested Better is here to help.
