Unclaimed
Mitchell Neal Altro is an Investment Advisor Representative with Janney Montgomery Scott LLC, a broker-dealer registered with FINRA and a member of SIPC. Mitchell has been in the securities industry since December 2003 and has extensive experience in providing financial planning and portfolio management services to a wide range of clients. Mitchell holds the Series 7, 24, 55, 63, and 66 licenses. Mitchell is registered in multiple states and has a strong track record of success in helping clients achieve their financial goals. Mitchell's prior experience includes work at GILFORD SECURITIES INCORPORATED and KERN, SUSLOW SECURITIES, INC. Mitchell has worked for Janney Montgomery Scott LLC since 2014.
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.
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.
Fee plus commission
1
2
FL
12/15/2014 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
FL
03/04/2010 - 10/09/2014
GILFORD SECURITIES INCORPORATED (FT. LAUDERDALE FL)
NY
06/18/2007 - 03/04/2010
KERN, SUSLOW SECURITIES, INC. (NEW YORK NY)
FL
11/21/2003 - 05/22/2007
JEFFERSON PILOT SECURITIES CORPORATION (PLANTATION FL)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mitchell Altro is the right advisor for you? Invested Better is here to help.