Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Masami Ito is a financial advisor at Wells Fargo Clearing Services, LLC. Mitchell has been in the industry since 1996 and has a long history of experience working for leading firms including Salomon Smith Barney Inc. and RJO Securities, Inc. Mitchell has a strong track record of success in providing investment advice to individuals and businesses. Mitchell holds Series 3, 5, 7, 15 and 66 licenses and is registered with the state of Illinois to provide financial advice. Mitchell is also a Registered Representative with FINRA.
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.
Investment consulting services to institutional clients
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
IL
10/26/2012 - Present
Wells Fargo Clearing Services, LLC (BARRINGTON IL)
IL
03/29/1999 - 07/11/2002
RJO SECURITIES, INC. (CHICAGO IL)
NY
09/01/1998 - 02/16/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/30/1985 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 04/03/1986
Series 5 - Interest Rate Options Examination
BC
Issued 03/18/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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