Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Hamer is a financial advisor at Stratos Wealth Advisors LLC, based in Northbrook, IL. Mitchell has been in the financial industry since 2014, and has worked for several firms, including Foreside Financial Services, LLC and Kovitz Securities, LLC. Mitchell is a Certified Financial Planner and holds Series 7TO, Series 65 and SIE licenses. Mitchell works with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Mitchell also works with insurance companies, charitable organizations, and pension and profit-sharing plans. Mitchell's expertise in wealth management, financial planning, and pension consulting makes Mitchell a valuable resource for clients seeking to achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
IL
05/06/2024 - Present
Stratos Wealth Advisors LLC (Northbrook IL)
IL
01/28/2021 - 03/16/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
06/12/2019 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IA
Issued 05/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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