Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Phillip Jones is an investment advisor representative with Santander Securities LLC, with over 10 years of experience in the financial services industry. Mitchell Jones is registered with FINRA, the Securities Industry and Financial Markets Association, and holds the Series 7TO and Series 66 licenses. Mitchell Jones is registered to provide investment advisory services in Alaska, Arizona, California, Hawaii, Minnesota, Nevada, New Mexico, Oregon, Utah, and Washington. The advisor's services include financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/24/2024 - Present
Santander Securities LLC (Boston MA)
BOTH
Issued 01/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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