Unclaimed
Mitchell Belella is a financial advisor who has been in the industry since 2014. Mitchell is currently registered with Wealth Enhancement Advisory Services, LLC and holds the Series 66, Series 7 and SIE exams. Mitchell is also a Certified Financial Planner. Mitchell is registered to provide investment advisory services in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Mitchell's experience includes working with Commonwealth Financial Network and Serafini Financial Group. Mitchell focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MD
08/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (HAGERSTOWN MD)
MD
09/22/2014 - 08/02/2021
COMMONWEALTH FINANCIAL NETWORK (HAGERSTOWN MD)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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