Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Sanford is a financial advisor who has been in the industry for 5 years. Mitchell is currently registered as a registered representative with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. Mitchell is also an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Mitchell has been a financial advisor with Cambridge Investment Research, Inc. since November 2023, and LPL FINANCIAL LLC since February 2021. Previously, Mitchell worked as an advisor with GWFS Equities, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
03/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Boxborough MA)
MA
11/08/2023 - 07/15/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOXBOROUGH MA)
NH
02/18/2021 - 04/30/2021
LPL FINANCIAL LLC (AMHERST NH)
MA
08/06/2018 - 02/08/2021
GWFS EQUITIES, INC. (ANDOVER MA)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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