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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mitchell is a financial advisor with Wells Fargo Advisors Financial Network, LLC in ELIZABETH CITY, NC. William Mitchell has been in the industry since May 1996. William Mitchell is registered as a broker and an investment advisor in 18 states. William Mitchell has completed the Series 7, Series 63, Series 65 and SIE exams. William Mitchell's firm is Wells Fargo Advisors Financial Network, LLC. William Mitchell specializes in providing investment advice to individual clients, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. William Mitchell is also a landlord for multiple rental properties.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
05/18/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ELIZABETH CITY NC)
NC
06/15/2002 - 05/18/2023
WELLS FARGO CLEARING SERVICES, LLC (ELIZABETH CITY NC)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
05/29/1996 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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