Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitzi? Claim Your ProfileMitzi Furr Jackson is a financial advisor in Salisbury, NC. Mitzi has been working in the financial services industry since August 20, 1996. Mitzi is currently registered with LPL Financial LLC and previously worked with CETERA ADVISOR NETWORKS LLC, CAPITAL INVESTMENT GROUP, INC., CITIGROUP GLOBAL MARKETS INC., CUSO FINANCIAL SERVICES, L.P., INVEST FINANCIAL CORPORATION, FSC SECURITIES CORPORATION, and LIBERTY SECURITIES CORPORATION.
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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NC
05/18/2016 - Present
LPL Financial LLC (SALISBURY NC)
NC
04/26/2005 - 05/18/2016
CETERA ADVISOR NETWORKS LLC (SALISBURY NC)
NC
10/21/2003 - 03/21/2005
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NY
10/13/2000 - 10/24/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
09/01/2000 - 11/21/2000
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
WI
06/09/1999 - 08/17/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
01/20/1997 - 06/08/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
07/03/1996 - 01/20/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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