Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kenneth Mitchell is an Investment Advisor Representative with Osaic Wealth, Inc. William has over 20 years of experience in the financial services industry. William has a wide range of experience in providing investment advice and financial planning services to individual and institutional clients. William holds the Series 7, Series 63, Series 66, and Series 24 licenses. William has been registered with the Securities and Exchange Commission (SEC) since 2000. William is a member of the Financial Industry Regulatory Authority (FINRA) and the North American Securities Administrators Association (NASAA).
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.
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
TN
09/12/2024 - Present
Osaic Wealth, Inc. (CHATTANOOGA TN)
GA
12/23/2015 - 12/05/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (MACON GA)
GA
10/25/2010 - 12/26/2015
VOYA FINANCIAL ADVISORS, INC. (MACON GA)
GA
01/08/2004 - 10/26/2010
SECURITIES AMERICA, INC. (ALBANY GA)
MN
03/31/2000 - 10/25/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/31/2000 - 10/25/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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