Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Everitt is a registered investment advisor with over 30 years of experience in the financial services industry. Mitchell has held positions at several firms, including E.F. Hutton & Company Inc, Lehman Brothers Inc, Kidder, Peabody & Co. Incorporated, Prudential Securities Incorporated, UBS Financial Services Inc, and currently at Oppenheimer & Co. Inc. Mitchell is licensed in multiple states, including Arizona, California, Colorado, and Texas. Mitchell provides financial planning, portfolio management, and selection of other advisors services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AZ
08/25/2008 - Present
Oppenheimer & Co. Inc. (SCOTTSDALE AZ)
AZ
06/08/2001 - 08/22/2008
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
NY
11/12/1994 - 06/11/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/23/1991 - 11/11/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 01/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/28/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mitchell Everitt is the right advisor for you? Invested Better is here to help.
