Bobby Mitchell

Investment Trading Specialist at Prestige Wealth Management Group LLC

Bobby Mitchell

Bobby Mitchell

Investment Trading Specialist at Prestige Wealth Management Group LLC

Overview
RelSci Relationships

23

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Relationships
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Tax Manager at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Tax Manager at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Client Relations Manager at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Senior Manager of Compliance & Client Services at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Former Director of Estate Planning at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Former Director of Investments at McQueen, Ball & Associates, Inc.

Relationship likelihood: Average

Chief Investment Officer at Heller Wealth Advisors LLC

Relationship likelihood: Average

Director of Client Relations & Communications at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Director of First Impressions at Prestige Wealth Management Group LLC

Relationship likelihood: Average

Director of Estate Planning at Prestige Wealth Management Group LLC

Relationship likelihood: Average

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Bobby Mitchell
Investment Trading Specialist at Prestige Wealth Management Group LLC
Career History
Investment Trading Specialist
Tenure Unconfirmed

Prestige Wealth Management Group develops and implements personalized investment management solutions are based on each client's unique time horizon, return objectives, risk tolerance, tax situation and personal circumstances. The firm seeks to structure diversified investment portfolios, to proactively monitor each portfolio and to rebalance strategically and tactically to help each client meet their specified financial goals. Prestige Wealth Management primarily allocates assets among various equities (stocks), debt (bonds), and fixed income securities, mutual funds, separate account managers, independent managers, MLPs and/or ETFs (including inverse ETFs and/or mutual funds that are designed to perform in an inverse relationship to certain market indices).

Other Affiliations

Bobby Mitchell is affiliated with Prestige Wealth Management Group LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Bobby Mitchell. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Bobby Mitchell's profile does not indicate a business or promotional relationship of any kind between RelSci and Bobby Mitchell.
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