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Steven Mitchell

12 Years of Experience
1 DisclosureBrokerSells Insurance

Steven Mitchell is a registered investment advisor, based in Southfield, MI, with 12 years of industry experience.

Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

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History

Regulatory History (1)
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Customer Dispute
November 2018
Denied
Other Business ActivitiesSells Insurance

Steven is a financial advisor/agent for Financial Wealth Solutions Inc. (marketing) and 1st Consumer Insurance Agency Inc. (insurance sales), dedicating a few hours per week and about 10-20% of his time respectively. He also works as a financial advisor for ELE Advisory Services, Inc., taking about half of his time.

Employment History
Current Registrations
Ele Wealth Solutions, INC.
February 2020 - Present · 6 yrs 2 mos
Ele Wealth Solutions, INC.Broker
February 2020 - Present · 6 yrs 2 mos
Ele Advisory Services, INC
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Ip Financial Advisory Services LLC
January 2020 - February 2020 · 1 mo
Innovation Partners LLCBroker
May 2018 - February 2020 · 1 yr 9 mos
Innovation Partners LLC
May 2018 - February 2020 · 1 yr 9 mos
Securities America Advisors, INC.
March 2017 - May 2018 · 1 yr 2 mos
Securities America, INC.Broker
March 2017 - May 2018 · 1 yr 2 mos
Waddell & Reed
July 2016 - March 2017 · 8 mos
Waddell & ReedBroker
July 2016 - March 2017 · 8 mos
Thrivent Investment Management INC.
March 2014 - July 2016 · 2 yrs 4 mos
Thrivent Investment Management INC.Broker
February 2014 - July 2016 · 2 yrs 5 mos
Bks Investment Services, INC.
February 2004 - September 2004 · 7 mos
State Registrations21 states
ALAZCACOCTFLIAILMAMDMNMONCNDOKSDTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.