Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Goldberg is an active financial advisor with over 30 years of experience in the industry. Mitchell is currently registered with Next Financial Group, Inc. as a Registered Representative. Mitchell has a history of working with clients in a variety of financial capacities, including: financial planning, investment advisory, securities brokerage, and insurance. In addition to his work at Next Financial Group, Inc., Mitchell is also a board member of the Financial Planning Association - Long Island Chapter and has experience in creating and posting videos on YouTube about financial topics.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
06/07/2013 - Present
Next Financial Group, Inc. (MELVILLE NY)
NY
01/02/2002 - 12/07/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/27/2000 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
01/16/1998 - 07/28/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
06/14/1997 - 01/23/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NY
04/25/1996 - 06/25/1997
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NY
08/05/1993 - 04/18/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
08/10/1992 - 07/19/1993
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
NJ
07/18/1991 - 08/13/1992
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
04/24/1990 - 07/29/1991
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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