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Peter G Mitchell

Columbia Management Investment Distributors, Inc.

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About Peter G Mitchell

Peter G. Mitchell is a financial advisor with Columbia Management Investment Distributors, Inc. Peter has been in the industry for over 20 years. Peter holds the Series 63, Series 7, and Series 24 licenses and is registered to sell securities in 51 states and the District of Columbia. Prior to joining Columbia Management Investment Distributors, Inc., Peter was a financial advisor at RIVERSOURCE DISTRIBUTORS, INC. and Ameriprise Financial Services, Inc.

Firm Information

Peter Mitchell is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peter Mitchell’s Registration & Firm History

MA

01/02/2009 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

01/02/2008 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (CAMBRDIGE MA)

MN

08/04/2006 - 12/31/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

RI

01/21/2002 - 06/30/2006

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 07/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter G Mitchell.
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