Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mitchell is a Registered Investment Advisor with over 20 years of experience in the financial services industry. Steven has experience working with individual clients, corporations, and charitable organizations. Steven is currently registered with PSI Capital Management, a Registered Investment Advisor based in Lancaster, PA. Steven is a Series 6, 7, 63, and 65 licensed professional. Steven has previously been registered with Securities Service Network, Inc., Investcorp, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation.
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.
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.
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2
PA
01/02/2002 - Present
PSI Capital Management (LANCASTER PA)
PA
01/03/2007 - 08/01/2011
SECURITIES SERVICE NETWORK, INC. (LANCASTER PA)
PA
09/18/2001 - 12/31/2006
INVESTACORP, INC. (MOUNT JOY PA)
MO
10/01/2000 - 09/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/22/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
05/03/1999 - 02/16/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/14/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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