Mitchell Stein (CRD# 4928458) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 18 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Mar 2019 - Current | 5 |
| Objective Capital Management, LLC | Pepper Pike, OH | Feb 2019 - Current | 5 |
| Mitchell L. Stein, Sole Proprietor | Pepper Pike, OH | Sep 2005 - Current | 18 |
| Fifth Third Securities, Inc. | Chicago, IL | Mar 2016 - Feb 2019 | 2 |
| Fifth Third Securities, Inc. | Chicago, IL | Jan 2010 - Feb 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management382MILLIONS
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Total Number of Accounts1,000ACCOUNTS
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Average Account Value$381,654
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, IN, MI, NH, NY, OH, TX
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