Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Papenfus is a registered representative with LPL Financial LLC, and has been active in the industry since 2024. Mitchell is licensed in 53 states and is currently registered with LPL Financial LLC in Arizona and South Carolina. Mitchell was previously registered with Charles Schwab & Co., Inc. in Arizona. Mitchell specializes in several areas including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Mitchell also has other business activities that are not investment related.
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.
Consulting and other non-discretionary advisory services
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
SC
09/13/2024 - Present
LPL Financial LLC (FORT MILL SC)
AZ
09/16/2023 - 04/04/2024
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 99TO - Operations Professional Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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