Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Zaelit is an investment advisor representative associated with Ally Invest Advisors, a firm registered with the SEC. Mitchell has over 10 years of experience in the financial services industry. Mitchell is licensed in Texas as an Investment Advisor Representative. Mitchell has passed Series 66, Series 63, Series 24 and Series 7 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/05/2021 - Present
Ally Invest Advisors (Keller TX)
TX
11/21/2019 - 04/15/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
09/27/2011 - 10/17/2019
TD AMERITRADE, INC. (Southlake TX)
TX
11/22/2010 - 05/23/2011
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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