Years of Experience
5-20+ Years
VALENCIA, CA
30 Years Experience
1 Disclosures
ADVISOR BIO
Mitchell Mark Perara is a financial advisor who has been in the industry since 1994. Mitchell is currently registered with LPL Financial LLC. Mitchell has held previous positions at INVEST FINANCIAL CORPORATION, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., UBS FINANCIAL SERVICES INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and INTERFIRST CAPITAL CORPORATION. Mitchell holds Series 7, Series 63, Series 66, and SIE licenses. Mitchell has a strong track record of helping clients achieve their financial goals. Mitchell specializes in financial planning, investment management, and retirement planning. Mitchell is committed to providing personalized service and helping clients make informed decisions about their financial future.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Mitchell Grushen is a financial advisor at Mission Wealth Management, LP. Mitchell has been in the industry since 2017. Mitchell is a Certified Financial Planner and is registered in California. Mitchell's firm manages assets for individuals, corporations, charitable organizations and other businesses. Mitchell specializes in portfolio management, financial planning and pension consulting.
SPECIALIZATIONS
FOLSOM, CA
0 Disclosures
ADVISOR BIO
Mitchell Mueller is an investment advisor representative at Allworth Financial, LP. Mitchell is a registered Investment Advisor in California and is associated with Allworth Financial, LP. The firm’s main office is located at 340 Palladio Pkwy., Suite 501, Folsom, CA 95630. Mitchell has been in the securities industry since September 2022.
SPECIALIZATIONS
FRESNO, CA
44 Years Experience
3 Disclosures
ADVISOR BIO
Mitchell Reinhardt is a financial advisor with over 40 years of experience in the industry. Mitchell is a Certified Financial Planner™ professional. Mitchell is currently registered with LPL Financial LLC in Fresno, California. Prior to joining LPL Financial LLC, Mitchell was with Capital Financial Services, Inc. in Fresno, California, Arm Securities Corporation in Minot, North Dakota, Quick & Reilly, Inc. in New York, New York, JMC Investment Services, Inc. in Boston, Massachusetts, Bateman Eichler, Hill Richards, Incorporated, Shearson Lehman Hutton Inc. in New York, New York, E. F. Hutton & Company Inc., and State Bond Sales Corporation. Mitchell holds the Series 1, 3, 4, 7, 8, 9, 10, 63, and SIE licenses. Mitchell specializes in providing financial advice to individuals, businesses, and institutions. Mitchell's other business activities include being a Partner at Brownstone Investment Partners, which is a real estate rental business, and being a DBA for Thiesen Dueker Modern Wealth Management, which is an entity for Mitchell's LPL business.
SPECIALIZATIONS
MONTROSE, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Eric Hedlund is a financial advisor at J.P. Morgan Securities LLC. Mitchell has been in the industry since 2020 and is registered in 10 states. Mitchell holds a Series 66 and a Series 7TO license. Mitchell specializes in providing financial planning and portfolio management services to individuals, businesses and other institutions. J.P. Morgan Securities LLC has over $50 billion in assets under management and provides a wide range of financial services to its clients.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Mitchell Crocker is an Investment Advisor Representative with Mason & Associates, Inc. in Los Angeles, CA. Mitchell is licensed to provide investment advice in California. Mitchell is active in the industry and has a strong track record of success. They have been in the industry since 2016. They are committed to providing clients with the highest quality of investment advice. They specialize in working with individuals, high net worth individuals, charitable organizations and pension and profit-sharing plans. Mitchell is an active member of the financial community. Their firm is a registered investment advisor.
SPECIALIZATIONS
SANTA BARBARA, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Direnzi is a financial advisor with Wells Fargo Clearing Services, LLC. Mitchell is based in Santa Barbara, CA and has over 15 years of experience in the financial industry. Mitchell has a Series 7, Series 66 and SIE licenses and is registered in 49 states and 2 other jurisdictions. Mitchell's professional experience includes working at Morgan Stanley for over 9 years. Mitchell specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
ROSEVILLE, CA
33 Years Experience
1 Disclosures
ADVISOR BIO
Mitchell Gustav Rohrer has been in the financial services industry since May 20, 1992. Mitchell is currently registered with Wells Fargo Clearing Services, LLC. Mitchell has previously been registered with Wells Fargo Investments, LLC, Wells Fargo Securities Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mitchell has passed the Series 63, Series 65, Series 7, and SIE exams. Mitchell specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Mitchell Monson is a financial advisor with Lifepro Asset Management, a company with offices in San Diego, CA and Phoenix, AZ. He has been in the financial services industry since 2002. Mitchell holds Series 7, 63 and 65 licenses. He is registered as an Investment Advisor Representative in Arizona and California. Mitchell has experience working with individuals, high-net-worth individuals, and charitable organizations. He provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. He is a partner/owner of Monson Capital College Planning, LLC, a company that provides insurance sales and financial consulting.
SPECIALIZATIONS
LAGUNA NIGUEL, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Dunn is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the industry since December 2016. Mitchell holds the Series 7, Series 66 and SIE licenses. Mitchell Dunn is registered with the states of Arizona, California, Colorado, Florida, Georgia, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee and Texas. Mitchell Dunn has previously been registered with MORGAN STANLEY and SC DISTRIBUTORS, LLC. Mitchell Dunn has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Mitchell Dunn offers a variety of advisory services, including portfolio management, financial planning, and educational seminars.
SPECIALIZATIONS