Jay MitznerCRD Number: 1026383
Current Firm: H. Beck, Inc.
Jay Mitzner (CRD# 1026383) is an Investment Advisor Representative working at H. Beck, Inc. in Rockville, MD and has over 23 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|H. Beck, Inc.||Rockville, MD||Feb 2007 - Current||10|
|Princor Financial Services Corporation||N Bethesda, MD||Sep 2000 - Feb 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV