Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Lewis Kornblit is a financial advisor with Raymond James & Associates, Inc. Mitchell has over 28 years of experience in the financial services industry. Mitchell has experience in various financial markets and products including investment banking, municipal advising and financial planning. Mitchell holds the Series 7, Series 24, Series 50, Series 63 and Series 79 licenses.
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.
Please see note in schedule d - miscellaneous
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.
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2
NY
11/15/2018 - Present
Raymond James & Associates, Inc. (New York NY)
CT
01/02/2013 - 07/18/2014
RAYMOND JAMES & ASSOCIATES, INC. (WILTON CT)
NY
10/11/2011 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)
NY
06/01/2007 - 09/21/2011
MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)
CA
10/11/2001 - 06/13/2007
SHATTUCK HAMMOND PARTNERS LLC (SAN FRANCISCO CA)
IL
05/21/1998 - 10/30/2001
PRICEWATERHOUSECOOPERS SECURITIES LLC (CHICAGO IL)
NY
05/05/1993 - 05/21/1998
SHATTUCK HAMMOND PARTNERS INC. (NEW YORK NY)
NY
08/21/1991 - 05/11/1993
CAIN BROTHERS, SHATTUCK & COMPANY, INCORPORATED (NEW YORK NY)
NA
04/19/1988 - 03/14/1991
MABON, NUGENT & CO.
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/07/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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