Unclaimed
Mitchell Silvey is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Mitchell has been in the industry since 1999, and is registered with the state of Florida as both a broker-dealer and an investment advisor representative. Mitchell is also registered with the state of Georgia and New York as a broker-dealer. Mitchell has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
1
2
FL
02/13/2007 - Present
Cetera Investment Advisers LLC (HOLLYWOOD FL)
FL
09/27/2004 - 11/07/2006
FSC SECURITIES CORPORATION (PLANTATION FL)
TX
11/18/2003 - 09/24/2004
SIG SECURITIES, L.L.C. (DALLAS TX)
MA
11/16/2000 - 11/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
CT
01/05/1999 - 11/01/2000
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 02/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Silvey is the right advisor for you? Invested Better is here to help.