Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell McCord is an investment advisor representative who is currently registered with Founders Financial Securities LLC. Mitchell McCord has been in the securities industry for over 20 years. Mitchell McCord has passed the Series 6, Series 7, and Series 66 exams. Mitchell McCord has been registered with Securities America, Inc. and National Planning Corporation. Mitchell McCord offers financial planning, pension consulting, and portfolio management services to individuals, corporations, and businesses.
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.
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
MA
08/09/2023 - Present
Founders Financial Securities LLC (Charlton MA)
MA
11/01/2017 - 08/01/2023
SECURITIES AMERICA, INC. (CHARLTON MA)
MA
01/21/2016 - 11/08/2017
NATIONAL PLANNING CORPORATION (CHARLTON MA)
NA
08/06/1993 - 07/13/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
08/06/1993 - 04/29/1994
LINCOLN FINANCIAL ADVISORS CORPORATION
BOTH
Issued 07/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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