Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myron? Claim Your ProfileMyron Dowell Mitchell is an investment advisor representative with over 30 years of experience in the financial services industry. Mitchell is currently registered with Osaic Wealth, Inc. and is licensed in Florida, Georgia and North Carolina. Previously, Mitchell has been registered with Securities America, Inc., Veravest Investments, Inc., and InterSecurities, Inc. Mitchell specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Mitchell holds the Series 6, 7, 63 and 65 licenses as well as 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.
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.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (WINSTON SALEM NC)
NC
12/19/2003 - 06/14/2024
SECURITIES AMERICA, INC. (WINSTON SALEM NC)
MA
05/11/1994 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
FL
03/16/1994 - 04/28/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 05/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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