Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Wonboy is a financial advisor at Vanguard Advisers, Inc. with over 20 years of experience in the industry. Mitchell has a wide range of experience in the financial services industry. Mitchell specializes in providing financial planning and investment management services to individuals, families, and businesses. Mitchell also has experience in providing portfolio management services for pooled investment vehicles. Mitchell is a registered representative and investment advisor representative.
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.
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
PA
01/23/2025 - Present
Vanguard Advisers, Inc. (MALVERN PA)
NY
01/09/2023 - 05/15/2023
EQUITABLE ADVISORS, LLC (NEW YORK NY)
NJ
08/02/2011 - 05/23/2016
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NY
02/28/2011 - 08/02/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
PR
02/28/2011 - 08/02/2011
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NY
08/21/2009 - 05/13/2010
UBS SECURITIES LLC (NEW YORK NY)
NY
08/18/2008 - 09/01/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
05/28/2003 - 07/29/2008
UBS SECURITIES LLC (STAMFORD CT)
NY
09/11/2002 - 05/28/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/29/2001 - 07/17/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/23/1997 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/11/1997 - 03/05/1997
RICHARD A. ROSENBLATT & COMPANY, INC. (NEW YORK NY)
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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