Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Lawrence Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. Mitchell has been in the financial services industry since May 2015. Mitchell is licensed to provide financial advice in 31 states, including Pennsylvania, Texas, California, and Florida. Mitchell is also registered as an investment advisor representative in Pennsylvania and Texas. Mitchell holds several professional designations including Series 66, Series 7, Series 9 and Series 10. In addition to their work with Raymond James Financial Services Advisors, Inc., Mitchell also owns and operates Coventry Hill Wealth Management, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (GLENSIDE PA)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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