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EM

Edward W. Mitchell

MARANATHA MGT CORP
PARKLAND, FL
Some features on this profile are disabled
CRD#: 4348186
EM

Professional summary

Edward William Mitchell is a registered financial advisor currently at MARANATHA MGT CORP located in Parkland, Florida.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Edward has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 9, 2010 - Present

MARANATHA MGT CORP

CRD#: 151261
PARKLAND, FL
Past

November 28, 2001 - December 31, 2002

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

March 2, 2001 - December 13, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/9/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/1/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MM
MARANATHA MGT CORP
MARANATHA MGT CORP

CRD#: 151261 / SEC#:

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Contact information

Main Address
Deerfield Beach, FL
Mailing Address
Phone number
(954) 830-6923
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARANATHA MGT CORP

CRD#: 151261Parkland, FL

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