Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dale Mitchell is a financial advisor with The Colony Group, LLC. Robert has been in the financial industry for over 13 years. Robert is a Certified Financial Planner and a Chartered Financial Analyst. Robert has a Series 7, Series 86, Series 87, and Series 63 license. Robert previously worked at ROBERT W. BAIRD & CO. INCORPORATED in St. Louis, MO. Robert is registered with the state of Missouri and Texas. Robert is active in the investment advisory business and inactive in the broker-dealer business.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (ST. LOUIS MO)
MO
10/08/2010 - 09/18/2014
ROBERT W. BAIRD & CO. INCORPORATED (ST. LOUIS MO)
BC
Issued 11/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/17/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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