Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mitchell is a financial advisor who has been in the industry since 1984. Currently, Robert is registered as an investment advisor representative for ON Investment Management Co. Robert has previously held positions at VOYA FINANCIAL ADVISORS, INC., THE O.N. EQUITY SALES COMPANY, CAPITAL ANALYSTS, INCORPORATED, MUTUAL SERVICE CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., 1717 CAPITAL MANAGEMENT COMPANY, SUN INVESTMENT SERVICES COMPANY, CALVERT SECURITIES CORPORATION, and NYLIFE SECURITIES INC. Robert holds Series 6, 7, 22, 24, 63, and 66 licenses and has earned the Chartered Financial Consultant designation. Robert's areas of expertise include insurance sales, whole and indexed products, medicare supplements, disability income, financial planning, and recruiting and training agents. Robert is registered to provide investment advisory services to clients in Arizona, California, Oklahoma, and Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
CA
04/03/2017 - Present
ON Investment Management Co. (Placentia CA)
CA
06/02/2007 - 03/30/2017
VOYA FINANCIAL ADVISORS, INC. (PLACENTIA CA)
OH
05/21/2002 - 05/14/2007
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
12/08/2000 - 05/21/2002
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
03/24/1999 - 12/07/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
06/16/1997 - 03/23/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
07/18/1997 - 07/10/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
01/28/1992 - 06/23/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
04/22/1996 - 06/16/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
MD
01/17/1991 - 01/03/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NY
01/16/1984 - 01/14/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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