Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Martin is a financial professional with over 20 years of experience in the industry. Mitchell is currently registered with Oneascent Financial Services LLC as an Investment Advisor Representative. Mitchell holds the Series 7, 24, 53, 63, and 65 licenses and is registered in both Alabama and Tennessee. Mitchell is a strong advocate for providing comprehensive financial advice and has specialized in working with individuals, charitable organizations, and pension and profit-sharing plans. Mitchell has extensive experience working with Stonebridge Investment Counsel, Inc., which is a registered investment adviser with the United States Securities and Exchange Commission, in addition to Oneascent Financial Services LLC.
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
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
AL
09/16/2022 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
TN
04/11/2011 - 05/16/2014
M HOLDINGS SECURITIES, INC. (NASHVILLE TN)
TN
08/12/2002 - 05/01/2009
PRIME CAPITAL SERVICES, INC. (BRENTWOOD TN)
CA
07/24/1998 - 04/19/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
11/04/1997 - 07/24/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
11/01/1988 - 11/06/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/22/1987 - 11/11/1988
BARABAN SECURITIES, INC.
BOTH
Issued 05/09/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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