Mitchell Hulyo (CRD# 6775788) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lock Haven, PA and has over 7 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 1375505
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Sep 2019 - Current | 4 |
| First Commonwealth Bank | Williamsport, PA | Sep 2019 - Current | 4 |
| Santander Securities, LLC | Dorchester, MA | Mar 2017 - Sep 2019 | 2 |
| Santander Bank, Na | Boston, MA | Aug 2016 - Sep 2019 | 3 |
| H&r Block | Hughesville, PA | Jan 2016 - Feb 2017 | 1 |
| The Muncy Bank & Trust Company | Hughesville, PA | Feb 2015 - Jul 2016 | 1 |
| Mcdonald's | Hughesville, PA | May 2008 - Jul 2016 | 8 |
| Muncy Jr/sr High School And Bloomsburg University | Bloomsburg, PA | Aug 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- PA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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