Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Lemmon Mitchell is a financial advisor with Edelman Financial Engines. Wilson has been in the industry for over 10 years. Wilson holds the Series 63, 66, 7 and SIE licenses. Wilson is also a Certified Financial Planner. Wilson specializes in providing financial advice to individuals, high-net-worth individuals, families, businesses, and charitable organizations. Wilson has experience working with Sanders Morris Harris, EF Legacy Securities, and Financial Engines Advisors. Wilson currently works out of the Chandler, AZ office.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
AZ
06/04/2020 - Present
Edelman Financial Engines (CHANDLER AZ)
AZ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TEMPE AZ)
AZ
02/01/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TEMPE AZ)
UT
12/13/2007 - 01/31/2013
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Wilson Mitchell is the right advisor for you? Invested Better is here to help.
