Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Best is a financial advisor with MAI Capital Management, LLC. Mitchell is registered with the state of Virginia and the state of Maryland. Mitchell works at the Annapolis branch office of MAI Capital Management, LLC. Previously, Mitchell was a registered representative with MORGAN STANLEY and UBS FINANCIAL SERVICES INC. Mitchell has been in the industry for over 7 years. Mitchell has earned the Certified Financial Planner designation. In addition to his financial advising work, Mitchell also holds a full-time position as director of business development for Matium Inc.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MD
12/08/2023 - Present
MAI Capital Management, LLC (Annapolis MD)
MD
07/29/2022 - 10/11/2023
MORGAN STANLEY (Annapolis MD)
DC
10/03/2018 - 08/09/2022
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mitchell Best is the right advisor for you? Invested Better is here to help.
