Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Larry Katchen is a financial advisor at Osaic Wealth, Inc. Mitchell has been in the financial services industry since 1988. Mitchell is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, Series 24, and Series 63 license. Mitchell's previous employment includes positions at Woodbury Financial Services, Inc., Questar Capital Corporation, VOYA FINANCIAL ADVISORS, INC., ALLMERICA INVESTMENTS, INC., HORNOR, TOWNSEND & KENT, INC., PML SECURITIES COMPANY, and PRUCO SECURITIES CORPORATION. Mitchell is registered in 20 states.
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.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (Bridgewater NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Bridgewater NJ)
NJ
10/01/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Bridgewater NJ)
NJ
09/18/2000 - 10/06/2014
VOYA FINANCIAL ADVISORS, INC. (BRIDGEWATER NJ)
MA
09/14/1999 - 09/19/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
PA
06/06/1995 - 06/21/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
03/03/1993 - 06/14/1995
PML SECURITIES COMPANY (NEWARK DE)
NJ
02/08/1988 - 02/19/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Katchen is the right advisor for you? Invested Better is here to help.
