ADVISOR BIO

Mitchell Scott Clark is an Investment Advisor Representative at Mons Capital. Mitchell has been in the industry since 2015. He holds the Series 65 license and is registered to provide investment advice in Ohio. Mitchell’s areas of specialization include retirement planning, college savings, and estate planning. Mitchell also owns Pinch Consultants, LLC, a debt and budget counseling firm.

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ADVISOR BIO

Mitchell Douglas Custenborder is a financial advisor registered with World Investment Advisors, LLC. Mitchell's career in the financial industry began in 2013. Mitchell has held registrations with Edward Jones and Raymond James Financial Services, Inc. prior to joining World Investment Advisors, LLC. Mitchell has a Series 7 license, a Series 66 license, and the SIE exam. Mitchell is a Certified Financial Planner and is currently registered in several states including Florida, Massachusetts, and Texas. Mitchell is also an insurance agent licensed to sell life, health, disability, long-term care, and annuity insurance.

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ADVISOR BIO

Mitchell Tuffey is an investment advisor representative at Fisher Investments, a firm based in PLANO, TX. Mitchell is registered with the state of Texas and holds a Series 65 license. They have worked in the financial services industry since 2017. Mitchell has experience working with clients of various types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Mitchell provides portfolio management services and financial planning.

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ADVISOR BIO

Mitchell Iverson is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. Mitchell's professional experience in the financial services industry began on February 20, 2007. Mitchell works with a wide range of client types, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Mitchell offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Previously, Mitchell was registered with UBS Financial Services Inc.

SPECIALIZATIONS

ADVISOR BIO

Mitchell Joseph Cde baca is an investment advisor representative with Fisher Investments. Mitchell is registered with the state of Washington since May 18, 2015, and with the state of Texas since October 4, 2023. Mitchell has been with Fisher Investments since March 2014. Mitchell has a Series 65 license.

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ADVISOR BIO

Mitchell Dean Horst is a financial advisor with Integrated Advisors Network LLC. Mitchell has been in the financial services industry for over 16 years. Mitchell has a Series 66, Series 63, Series 7, and Series 31. Mitchell has worked for several other firms including Cambridge Investment Research, Inc. and Spire Securities, LLC. Mitchell specializes in providing financial planning, portfolio management, and educational seminars. Mitchell is registered in Nevada, Tennessee and Texas.

SPECIALIZATIONS

ADVISOR BIO

Mitchell Cullen Dee is a registered representative and investment advisor representative with Vanguard Advisers, Inc. located in CHARLOTTE, NC. Mitchell has been in the financial services industry since November 7, 2017. Mitchell is registered with the following states: North Carolina and Texas. Mitchell has a Series 7 and Series 66 license. Mitchell is a part of the Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation).

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ADVISOR BIO

Mitchell Hickey is a financial advisor at Oppenheimer & Co. Inc. in SAN FRANCISCO, CA. Mitchell has been in the financial industry since 2014 and has a strong track record of providing clients with personalized financial advice. Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional, with a background in providing financial planning and portfolio management for individuals and businesses. Mitchell has been registered with Oppenheimer & Co. Inc. since 2015. Prior to that, Mitchell worked at Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Mitchell Roth is a financial advisor at Vanguard Advisers, Inc. Mitchell has been in the financial services industry since August 2018. Mitchell holds the Series 66, Series 7, and SIE licenses. Mitchell specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mitchell works with a variety of clients, including individuals, families, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Mitchell Anthony Peltier is a financial advisor with Putnam Investment Management, LLC in Boston, MA. Mitchell has been in the industry since April 2019 and has a Series 66 license. Mitchell has worked with Putnam Retail Management Limited Partnership, Fidelity Brokerage Services LLC and Putnam Investment Management, LLC. Mitchell has experience with financial planning for individuals and businesses. Mitchell is registered with the following regulatory bodies: FINRA, and 53 state and federal securities agencies.

SPECIALIZATIONS