Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitshel? Claim Your ProfileMitshel Lavander is a financial advisor with Raymond James & Associates, Inc. located in Miami, Florida. Mitshel has been in the financial services industry since May 24, 2000. Before joining Raymond James & Associates, Inc., Mitshel worked at Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Coutts Securities Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mitshel holds the Series 3, 7, and 66 licenses and the SIE exam.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/12/2021 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
07/01/2003 - 07/15/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
08/13/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
06/07/2001 - 08/16/2002
COUTTS SECURITIES INC. (MIAMI FL)
MN
11/26/1999 - 12/07/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/26/1999 - 12/07/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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