Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Mark Perara is a financial advisor who has been in the industry since 1994. Mitchell is currently registered with LPL Financial LLC. Mitchell has held previous positions at INVEST FINANCIAL CORPORATION, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., UBS FINANCIAL SERVICES INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and INTERFIRST CAPITAL CORPORATION. Mitchell holds Series 7, Series 63, Series 66, and SIE licenses. Mitchell has a strong track record of helping clients achieve their financial goals. Mitchell specializes in financial planning, investment management, and retirement planning. Mitchell is committed to providing personalized service and helping clients make informed decisions about their financial future.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
02/14/2018 - Present
LPL Financial LLC (VALENCIA CA)
CA
11/18/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (VALENCIA CA)
CA
10/01/2012 - 10/09/2014
J.P. MORGAN SECURITIES LLC (GRANADA HILLS CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (THOUSAND OAKS CA)
CA
07/17/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (CULVER CITY CA)
CA
05/29/2006 - 04/14/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
MN
09/24/2002 - 01/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/24/2002 - 01/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
07/12/1990 - 01/17/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Perara is the right advisor for you? Invested Better is here to help.
