Unclaimed
Paul Pecen-mitchell is a financial professional based in ELKHART, IN. Paul is registered with Key Investment Services LLC and has been in the industry since January 2023. They have passed the Series 63, Series 6TO, and SIE exams. Paul previously worked with J.P. Morgan Securities LLC in GOSHEN, IN.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IN
05/30/2024 - Present
KEY Investment Services LLC (ELKHART IN)
IN
01/01/2023 - 04/24/2024
J.P. MORGAN SECURITIES LLC (GOSHEN IN)
BC
Issued 01/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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