Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell William Ostrove is a financial advisor with over 50 years of experience in the industry. Mitchell is currently registered with Ameritas Advisory Services, LLC and has been with the firm since November 2021. Mitchell's experience includes roles with Carillon Investments, Inc., Washington Square Securities, Inc., Green Hill Financial Service Corporation, Mayer and Meyer Resources, Inc., Mutual Benefit Financial Service Company, and Mayflower Securities Co., Inc. Mitchell's registrations include Series 63, Series 65, Series 7TO, SIE and Series 1. Mitchell also holds a Chartered Financial Consultant designation. Mitchell is also a licensed insurance agent selling fixed insurance products. Mitchell's firm Ameritas Advisory Services, LLC has a total of 1054 clients. Ameritas Advisory Services, LLC provides advisory services to individuals, businesses, investment companies, pension plans, and charitable organizations. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets. Ameritas Advisory Services, LLC manages over 10 billion dollars in assets.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (WHITE PLAINS NY)
NY
07/10/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (WHITE PLAINS NY)
CT
07/08/1993 - 06/19/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
08/21/1986 - 07/07/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
12/13/1983 - 08/26/1986
MAYER AND MEYER RESOURCES, INC.
NA
04/01/1971 - 12/13/1983
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
09/04/1969 - 04/19/1971
MAYFLOWER SECURITIES CO., INC.
IA
Issued 03/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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