Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitzi? Claim Your ProfileMitzi Elaine Bjork is a financial advisor who has been working in the industry since 1992. She is currently registered with LPL Financial LLC in Longview, TX and holds a Series 7, Series 63, and Series 65 license. Mitzi has previously worked with Raymond James Financial Services, Inc., TBT Securities L.C., Regal Securities, Inc., Samco Financial Services, Inc., TSB Securities, Inc., Service Asset Management Company, SWS Financial Services, Williams, Buchanan & Company, Inc., and Addison Securities, Inc.. Mitzi specializes in helping clients with financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
08/27/2021 - Present
LPL Financial LLC (LONGVIEW TX)
TX
09/08/2010 - 09/03/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (TYLER TX)
TX
04/04/2008 - 09/08/2010
TBT SECURITIES L.C. (TYLER TX)
IL
01/03/2007 - 04/22/2008
REGAL SECURITIES, INC. (GLENVIEW IL)
AZ
11/03/2004 - 12/31/2006
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
05/21/2004 - 10/21/2004
TSB SECURITIES, INC. (MCALLEN TX)
AZ
07/19/2001 - 05/03/2004
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
04/14/2000 - 08/03/2001
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
04/17/2000 - 09/01/2000
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
TX
03/01/1993 - 04/12/2000
SWS FINANCIAL SERVICES (DALLAS TX)
TX
03/09/1992 - 03/26/1993
WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)
TX
02/04/1992 - 03/09/1992
ADDISON SECURITIES, INC. (DALLAS TX)
IA
Issued 01/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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