Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Walker is a financial professional with over 30 years of experience in the industry. Mitchell is currently registered with Equitable Advisors, LLC and is licensed to provide financial services in Connecticut, Georgia and New York. Mitchell has previously worked at ROYAL ALLIANCE ASSOCIATES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION and PENNSYLVANIA SECURITIES COMPANY. Mitchell holds Series 6, Series 63 and SIE licenses and specializes in providing financial advice to individuals, businesses, corporations, pension plans, insurance companies, investment companies, charitable organizations and high net worth individuals.
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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2
CT
09/07/2021 - Present
Equitable Advisors, LLC (STAMFORD CT)
NY
06/04/1998 - 04/07/2021
ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)
CA
05/23/1989 - 06/09/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
08/25/1988 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 12/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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