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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 an Investment Advisor Representative at Newedge Advisors. William has been working in the financial industry for over 20 years and has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. William has experience in providing financial planning and portfolio management services to individuals, businesses, and institutions, working with clients across a range of asset classes and investment goals. William is a highly experienced and qualified financial advisor, and has held previous roles at Goldman Sachs, Altegris Investments, Inc., and HedgECO Securities, LLC.
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.
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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CA
10/02/2023 - Present
Newedge Advisors (San Diego CA)
CA
05/26/2021 - 10/27/2023
GOLDMAN SACHS & CO. LLC (Temecula CA)
CA
01/09/2014 - 11/21/2014
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
07/21/2011 - 12/17/2013
MIDAMERICA FINANCIAL SERVICES, INC. (LA JOLLA CA)
CA
11/23/2009 - 07/22/2011
HEDGECO SECURITIES, LLC (SAN DIEGO CA)
CA
08/19/2008 - 12/10/2009
ANDREW GARRETT INC. (LA JOLLA CA)
NJ
06/06/2008 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
FL
01/09/2008 - 03/12/2008
HEDGECO SECURITIES, LLC (WEST PALM BEACH FL)
NY
05/08/2006 - 12/31/2007
PURITAN SECURITIES, INC. (NEW YORK NY)
FL
06/29/2005 - 04/27/2006
VESTPOINT SECURITIES, INC. (TAMPA FL)
IL
08/13/2003 - 05/03/2005
ASSENT LLC (BOLINGBROOK IL)
NY
01/25/2002 - 08/14/2002
BROADWAY TRADING, LLC (NEW YORK NY)
BC
Issued 07/06/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 12/17/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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