Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Lerner is a financial advisor with Janney Montgomery Scott LLC, with offices in Washington, DC and Bethesda, MD. Mitchell has been in the financial services industry since 1995. Before joining Janney Montgomery Scott LLC, Mitchell worked for Wells Fargo Advisors, LLC and UBS Financial Services Inc. Mitchell holds the Series 31, Series 7, and Series 63 licenses, as well as the SIE and Series 65 exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DC
03/20/2017 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
MD
02/24/2006 - 01/11/2016
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
NJ
01/28/2000 - 03/17/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/17/1995 - 02/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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