Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Wassink is a financial professional with over 15 years of experience in the financial services industry. Mitchell is currently registered with Cetera Investment Advisers LLC, and has previously worked with Edward Jones, Essex National Securities, Inc., IFMG Securities, Inc. and Kuipers Insurance and Investments, LLC DBA Kuipers Advisors. Mitchell is a Certified Financial Planner and holds the Series 63, Series 66 and Series 7 licenses. Mitchell is also licensed in several states and provides financial planning, investment management and pension consulting services to a wide range of clients.
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.
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MI
03/21/2024 - Present
Cetera Investment Advisers LLC (PORTAGE MI)
MI
12/16/2014 - 04/04/2016
EDWARD JONES (PORTAGE MI)
MI
03/10/2008 - 06/08/2011
ESSEX NATIONAL SECURITIES, INC. (PORTAGE MI)
MI
12/14/2007 - 03/10/2008
IFMG SECURITIES, INC. (PORTAGE MI)
MI
04/30/2003 - 06/26/2006
EDWARD JONES (KALAMAZOO MI)
BOTH
Issued 2/2/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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