Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Maurer is a financial advisor with Equitable Advisors, LLC. Mitchell has been in the financial services industry since March 15, 1989. Mitchell is registered to provide investment advice in Alaska, California, Colorado, Georgia, Idaho, Nevada, New Jersey, Oregon, Utah, Washington, and Wyoming. Mitchell also holds a Series 6, 7, 22, 63, and 65 licenses.
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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WA
05/25/2018 - Present
Equitable Advisors, LLC (BELLEVUE WA)
NY
03/16/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
03/16/1989 - 12/31/1996
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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