Caleb Mitchell
Financial Advisor at AXA Advisors with 10+ years experience
- Role
- Registered Representative Retirement Benefit Specialist-tax Sheltered Plans at Axa Advisors, Llc
- Location
- Nashua, NH, US
- LinkedIn followers
- 500 followers
About Caleb Mitchell
Licensed, experienced registered representative and tax-sheltered plan specialist. Also, his credentials include a Life Insurance, Series 66 and Series 7 license allowing him to give customized reccomendations for any financial need. Currently, Caleb is in the process of getting his CFP (Certified Financial Planner) designation. He is licensed to do business in NH, MA and FL. He helps his clients reach their financial goals through retirement planning, tax sheltered plans, college savings, and life insurance. Caleb has lived in New Hampshire all of his life and currently resides in Nashua, which will allow him to meet with clients regularly and locally. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.
Experience
Registered Representative Retirement Benefit Specialist-tax Sheltered Plans
Jun 2005 — Present · Nashua, NH, US
Currently working with individuals, families, and businesses to help develop a customized plan to meet their financial goals. This includes retirement planning, college planning, risk management (life insurance/LTC/Disability), and managed accounts. Please contact me for more information or an individual appointment at your convenience
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