Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitzi? Claim Your ProfileMitzi Rollins is a financial advisor at Raymond James Financial Services Advisors, Inc. in Fairhope, Alabama. Mitzi has been in the industry since 1998 and is licensed to offer securities and investment advice in Alabama. She is also registered with the Financial Industry Regulatory Authority (FINRA). Previously, Mitzi was a financial advisor at WELLS FARGO ADVISORS, LLC in Selma, Alabama and A. G. EDWARDS & SONS, INC. Mitzi specializes in providing financial planning and investment advice to a wide range of clients, including individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
08/03/2015 - Present
Raymond James Financial Services Advisors, Inc. (Fairhope AL)
AL
01/01/2008 - 08/10/2015
WELLS FARGO ADVISORS, LLC (SELMA AL)
AL
07/02/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SELMA AL)
BOTH
Issued 09/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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