Dolores Mitchell Email & Phone Number
Partner @ A & M Financial Services LLC
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Dolores Mitchell Location
- Westbury, NY, US
Dolores Mitchell Work
- Financial Advisor @ (September 2025 - Present)
- Partner @ (August 2011 - Present)
- Financial Advisor @ Osaic (June 2023 - Present)
- Financial Advisor @ Osaic (June 2023 - August 2025)
- Financial Advisor @ (August 2006 - June 2023)
- Associate Vice President @ (January 1995 - January 2002)
Dolores Mitchell Education
- Spanish Cultural Institute
- University of Perugia
- Brooklyn College
Dolores Mitchell Skills
- Series 7
- Series 65
- Series 63
- Financial Advisory
- Financial Planning
- Investment Strategies
- Financial Analysis
- Alternative Investments
- Finance
- Insurance
- Retirement Planning
- Wealth Management
- Financial Services
- Financial Risk
- Investments
- Investment Advisory
- Asset Allocation
- Disability Insurance
- Estate Planning
- Term Life Insurance
- Health Insurance
- Life Insurance
- Fixed Annuities
- Portfolio Management
- Mutual Funds
- Securities
- Retirement
- Asset Management
- Equities
- Risk Management
- Microsoft Excel
- Management
- Leadership
- Training
- Variable Annuities
- Stock Trading
- Stock Picking
- REIT
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Solutions
- Wealth Management Services
- Wealth Preservation Planning
- Alternative Investment Strategies
- Stock Exchange
- Accounting
- Research
- Sales
Dolores Mitchell Summary
- Dolores Mitchell, based in Westbury, NY, US, is currently a Partner at A & M Financial Services LLC. Dolores Mitchell brings experience from previous roles at LPL Financial, Osaic and Royal Alliance Associates. Dolores Mitchell holds a Spanish Cultural Institute. With a robust skill set that includes Series 7, Series 65, Series 63, Financial Advisory, Financial Planning and more. Dolores Mitchell has 3 emails and 3 mobile phone numbers on RocketReach.
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Top A & M Financial Services LLC Employees
Dolores Mitchell
Partner
Westbury, NY, US
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