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Mitchell Nelson is a seasoned finance professional with expertise in investments, financial advisory, and wealth management. He holds certifications from Morningstar and FINRA, and has a degree from City University of New York.
Credentials
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Morningstar’s Foundations of ESG Certification Program
MorningstarFeb, 2021- Jun, 2026 -
Investment Advisor Representative
FINRA (Financial Industry Regulatory Authority)Mar, 2002- Jun, 2026
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City University of New York
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Industry Focus. “Investment Banking”
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