Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell McCann has been a registered representative since February 1988. Mitchell is currently registered with LPL Financial LLC. Mitchell has also been previously registered with Ameriprise Financial Services, LLC, Raymond James Financial Services, Inc., FSC Securities Corporation, and Prudential Securities Incorporated. Mitchell has experience providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, as well as other non-discretionary advisory services. Mitchell is licensed in 18 states.
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.
Consulting and other non-discretionary advisory services
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
MI
04/22/2024 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
11/03/2014 - 04/25/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Bloomfield Hills MI)
MI
07/20/1999 - 11/04/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
GA
02/01/1996 - 07/21/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
02/23/1988 - 02/15/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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