Mitchell B. Walk Aams® Email and Phone Number
Mitchell B. Walk Aams® personal email
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Mitchell Walk is founder and President of Retirement Wealth Specialists, a wealth services firm. He specializes in creating personalized portfolios by understanding clients' unique needs and goals. His extensive experience in investment management and alternative investments allows him to recommend relevant investments for each portfolio. Since graduating with a Bachelors of Arts degree in Psychology from Flagler College in Saint Augustine, Florida, he has continued to be a leader in the Flagler community. Mitch is a member of the prestigious Board of Trustees where he is Chairman of the Institutional Advancement Committee and sits on both the Facilities Committee and Enrollment Committee. Mitchell received his Accredited Asset Management Specialist® certification from the College for Financial Planning®. He holds a Series 7: General Securities Representative, Series 63: Uniform Securities Agent State Law Examination, and Series 65: Uniform Investment Adviser Law Examination licenses.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Retirement Wealth Specialists is affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. https://bit.ly/KF-DisclosuresThis profile is published for residents of the United States only. Registered representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.
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Managing PartnerSecurity Financial Management, Inc.Orlando, Fl, Us -
President & FounderRetirement Wealth Specialists 1998 - PresentOrlando, Florida AreaRetirement Wealth Specialists has a team of professionals with over 93 years of experience in the financial services industry and currently provides wealth management advice to over 200 families.
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Wealth Advisor, Investment & Asset ManagerRetirement Wealth Specialists 1998 - PresentOrlando, Florida AreaRetirement Wealth Specialists takes the time to get to know clients and ask questions to fully understand individuals specific financial picture. This allows us to create a customized financial plan, specifically for you that integrates Investment Management, Income Planning and Family Wealth Management.
Mitchell B. Walk Aams® Skills
Mitchell B. Walk Aams® Education Details
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Bachelor Of Arts (Ba) -
Levittown Memorial High School
Frequently Asked Questions about Mitchell B. Walk Aams®
What company does Mitchell B. Walk Aams® work for?
Mitchell B. Walk Aams® works for Security Financial Management, Inc.
What is Mitchell B. Walk Aams®'s role at the current company?
Mitchell B. Walk Aams®'s current role is Managing Partner.
What is Mitchell B. Walk Aams®'s email address?
Mitchell B. Walk Aams®'s email address is mb****@****aol.com
What schools did Mitchell B. Walk Aams® attend?
Mitchell B. Walk Aams® attended Flagler College, Levittown Memorial High School.
What skills is Mitchell B. Walk Aams® known for?
Mitchell B. Walk Aams® has skills like Wealth Management, Investments, Wealth Management Services, Retirement Planning, Investment Advisory, Mutual Funds, Etfs, Annuities, 529 Plans, 401k, Retirement Savings, Retirement Plan Consulting.
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