Mitchell Sosa (CRD# 4341668) is an Investment Advisor Representative working at Primerica Advisors in Sunrise, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ineos | League City, TX | Dec 2023 - Current | < 1 |
| Pfs Investments Inc. | San Antonio, TX | Feb 2022 - Current | 2 |
| Intuit Inc. | Houston, TX | Jan 2017 - Current | 7 |
| Enterprise Products Company | Houston, TX | Aug 2008 - Current | 15 |
| Primerica Financial Services | San Antonio, TX | Sep 2000 - Current | 23 |
| University Of Houston | Houston, TX | Aug 1999 - Current | 24 |
| Axiom Space Inc. | Houston, TX | Mar 2022 - Dec 2023 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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