Verified
Mitzie Wilson is a financial advisor with over several years of experience in the industry. Mitzie is currently registered with Farther. Mitzie has previously been registered with ALLSTATE FINANCIAL SERVICES, LLC, AXA ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., GREAT NORTHERN FINANCIAL SECURITIES, INC., JACKSON KOHLE & CO., J.P. MORGAN SECURITIES LLC, LIBERTY SECURITIES CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, M&T SECURITIES, INC., WADDELL & REED, INC., WELLS FARGO CLEARING SERVICES, LLC, WM FINANCIAL SERVICES, INC.. Mitzie has passed the Series 6, Series 63, Series 65, Series 66, Series 7, SIE exams. Mitzie also holds the no known designation. Mitzie specializes in 1, 2, 6, 9 and provides advisory services to investment advisory clients, providing fiduciary wealth management 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.
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
CA
10/01/2024 - Present
Farther (SAN FRANCISCO CA)
GA
06/15/2021 - 09/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
AZ
12/02/2014 - 06/22/2021
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
AZ
10/01/2012 - 12/12/2014
J.P. MORGAN SECURITIES LLC (GLENDALE AZ)
NV
05/19/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTH LAS VEGAS NV)
NV
08/20/2008 - 11/11/2008
WADDELL & REED, INC. (LAS VEGAS NV)
NV
09/20/2007 - 02/27/2008
JACKSON KOHLE & CO. (LAS VEGAS NV)
NV
10/03/2005 - 01/08/2007
ALLSTATE FINANCIAL SERVICES, LLC (LAS VEGAS NV)
WA
06/29/2005 - 08/23/2005
GREAT NORTHERN FINANCIAL SECURITIES, INC. (SPOKANE VALLEY WA)
CA
02/11/2004 - 05/09/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
12/16/2002 - 12/01/2003
AXA ADVISORS, LLC (NEW YORK NY)
MA
06/04/2002 - 09/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/04/2002 - 09/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MD
05/01/1995 - 05/30/2001
M&T SECURITIES, INC. (BALTIMORE MD)
NY
11/15/1993 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 08/26/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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