Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulette? Claim Your ProfilePaulette Mitchell is a financial advisor registered with Davenport & Co. LLC in Greensboro, NC. Paulette has been in the industry since 2003. Before joining Davenport & Co. LLC, Paulette worked at CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated. Paulette is a Series 66, Series 9, Series 10, and Series 7 licensed professional. Paulette has a broad range of experience in the industry and can help you achieve your financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
NC
02/13/2009 - Present
Davenport & Co. LLC (GREENSBORO NC)
NC
02/21/2006 - 02/27/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
MD
07/28/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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