Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Mitchell is a registered representative with Park Avenue Securities LLC. William is a registered investment advisor representative in Ohio. William has experience in the securities industry. Prior to joining Park Avenue Securities, William was a registered representative at Northwestern Mutual Investment Services, LLC. William has earned the Series 63, SIE and Series 6TO licenses.
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.
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
OH
07/23/2024 - Present
Park Avenue Securities LLC (INDEPENDENCE OH)
OH
10/25/2021 - 05/08/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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