Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Scott Kahn is a financial advisor at Cetera Investment Advisers LLC. Mitchell has been in the financial industry since June 8, 1995. Mitchell is licensed to sell securities in Connecticut, Delaware, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. Mitchell is also a registered investment advisor in New York. Mitchell specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (TARRYTOWN NY)
NY
12/03/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (TARRYTOWN NY)
NY
06/01/2011 - 12/18/2019
LPL FINANCIAL LLC (NEW CITY NY)
NJ
03/26/2008 - 06/24/2009
OPPENHEIMER & CO. INC. (SADDLE BROOK NJ)
NJ
01/01/2008 - 04/01/2008
WACHOVIA SECURITIES, LLC (ORADELL NJ)
NJ
11/28/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ORADELL NJ)
NY
01/04/1999 - 11/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/28/1994 - 12/22/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
CO
06/21/1993 - 05/02/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 8/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 6/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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