Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell M. Tordjman is a financial advisor with Morgan Stanley. Mitchell has been working in the financial industry since 2000. Mitchell has a Series 7, 63, 65, 24, and 10. Mitchell is licensed in 27 states. Mitchell is currently registered with Morgan Stanley and has previously been registered with CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, IFMG SECURITIES, INC., HSBC SECURITIES (USA) INC., CHASE INVESTMENT SERVICES CORP., AXA ADVISORS, LLC, BENSON YORK GROUP, INC., and LANTERN INVESTMENTS, INC. Mitchell is a highly experienced financial advisor who is committed to providing his clients with the highest quality of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
09/24/2021 - Present
Morgan Stanley (New York NY)
NY
05/29/2007 - 10/13/2021
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
04/02/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
NY
01/22/2007 - 03/29/2007
IFMG SECURITIES, INC. (PURCHASE NY)
NY
02/18/2005 - 09/08/2006
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
IL
08/11/2003 - 11/14/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
03/01/2002 - 11/21/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/14/2000 - 06/14/2001
BENSON YORK GROUP, INC. (MELVILLE NY)
NY
07/19/2000 - 08/04/2000
LANTERN INVESTMENTS, INC. (MELVILLE NY)
IA
Issued 04/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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