Hannah Mitchell (CRD# 7030989) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Huntersville, NC | Apr 2023 - Current | 1 |
| Unemployed | Huntersville, NC | Dec 2022 - Apr 2023 | < 1 |
| Medical Properties Trust | Luxembourg, | Feb 2020 - Nov 2022 | 2 |
| Deloitte Luxembourg | Luxembourg, | Oct 2019 - Feb 2020 | < 1 |
| Unemployed | Luxembourg, | Jun 2019 - Oct 2019 | < 1 |
| St. Mary's University | San Antonio, TX | Aug 2018 - May 2019 | < 1 |
| Harvey Najim Center At St. Mary's University | San Antonio, TX | Apr 2018 - May 2019 | 1 |
| St. Mary's University | San Antonio, TX | Aug 2015 - May 2019 | 3 |
| Hsbc | New York City, NY | Jun 2018 - Aug 2018 | < 1 |
| Coach For College | Ho Chi Minh And Hau Giang, | Jul 2017 - Aug 2017 | < 1 |
| Schmalkalden Univsersity | Schmalkalden, | Jun 2017 - Jul 2017 | < 1 |
| Frito Lay | The Bronx, NY | Jun 2016 - Aug 2016 | < 1 |
| D. Bradley Mcwilliams Ymca At Cypress Creek | Houston, TX | Aug 2013 - Jul 2015 | 1 |
| D. Bradley Mcwilliams Ymca At Cypress Creek | Houston, TX | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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