Monte Mitchell
- Role
- E Trade from Morgan Stanley at Morgan Stanley
- Location
- Providence, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Monte Mitchell
Veteran investment sales professional with extensive experience serving advisors…
Experience
E Trade from Morgan Stanley
Present
Skills
- Asset Management
- Series 7
- Competitive Analysis
- Financial Services
- Sales
- Retirement Planning
- Investments
- Wealth Management
- Asset Allocation
- Mutual Funds
- Retirement
- Series 63
- Fixed Income
- 401k
- Finance
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