Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Carr is a financial advisor who has been working in the financial industry since 2004. Mitchell currently works for Charles Schwab & Co., Inc., where he is a Registered Representative. Mitchell has been registered with Charles Schwab & Co., Inc. since 2017. Mitchell holds a Series 63, 65 and 66 license. Mitchell has worked for LPL FINANCIAL LLC, Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Invesmart Securities, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/05/2017 - Present
Charles Schwab & CO., Inc. (Plano TX)
SC
08/16/2013 - 09/26/2017
LPL FINANCIAL LLC (FORT MILL SC)
TX
02/28/2007 - 08/14/2013
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
ME
06/14/2005 - 02/22/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
PA
09/27/2004 - 05/23/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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