Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Kennett Mitchell is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Samuel has been in the securities industry since July 2019. Samuel has passed the Series 63, Series 66, Series 7TO and SIE exams. Samuel has been registered with the state of Texas since October 20, 2021 and the state of Florida since October 26, 2021. Samuel has experience with Truist Investment Services, Inc. Prior to becoming an advisor, Samuel worked in a variety of roles, including at Florida State University, Foresters Financial, SunTrust Bank and SunTrust Investment Services, Inc. Samuel is currently registered in 53 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Samuel is also registered with FINRA as a General Securities Representative.
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.
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.
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.
1
2
FL
10/20/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
06/25/2019 - 09/14/2021
TRUIST INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 08/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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