Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Patzer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mitchell has been in the industry since February 1, 2018 and has a Series 7, Series 66 and SIE license. Mitchell has a long history of serving clients in the areas of portfolio management, financial planning, and investment consulting. Mitchell also has expertise in serving a wide range of clients including individuals, high net worth individuals, corporations, and pension and profit sharing plans.
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.
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.
Investment consulting services to institutional clients
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.
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2
IN
01/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MISHAWAKA IN)
CO
06/26/2019 - 10/06/2022
VICTORY CAPITAL SERVICES, INC. (Greenwood Village CO)
CO
07/12/2018 - 06/03/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IN
12/21/2017 - 07/20/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MISHAWAKA IN)
BOTH
Issued 01/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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