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Financial Advisor
33400 Ninth Avenue South
Suite 100
Federal Way, WA 98003
Suite 100
Federal Way, WA 98003
tel: 253-874-9989
toll free: 800-533-5660
fax: 253-874-9999
toll free: 800-533-5660
fax: 253-874-9999
Welcome
Associations
- Gig Harbor Chamber of Commerce
Public Affairs Forum Committee
Golf Tournament Committee - Tacoma-Pierce County Chamber of Commerce
Ambassador
Small Business Committee - Federal Way Chamber of Commerce
- Harbor Christian Center
Worship Team Drummer
Gig Harbor, WA - Washington State University - Alumni Association
- Delta Sigma Phi - WSU Alumni Chapter
Charter Member - West Point Parents' Club of Washington
- Harbor Soccer Club
Head Coach
Gig Harbor, WA
Services
- Financial Planning
- Wealth Management
- 401k Rollovers
- Education Planning
- Retirement Planning
- Corporate Retirement Plans
- Estate Planning
- Alternative Investments
- Cash Management
- Certificates of Deposit
- Municipal Bonds
- Annuities
- Life Insurance
- Long Term Care Insurance
- Lending Services
- Philanthropic Services
- Women and Company®
- Endowments and Foundations
- Socially Responsible Investing
- Planning for Special Needs Individuals
Education and Licensing
- Bachelor of Arts, 1982
Washington State University
Pullman, WA - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life & Disability Insurance Licensed
- Long Term Care Insurance Licensed
Business Experience
- Morgan Stanley Smith Barney*
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Enterprise Corporate Account Manager
Redmond, WA
Bulletin Board
- Please see My Viewpoint on the left for a copy of my latest Newsletter.
- Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
- I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Mitch Anderson, Jr. is licensed in the following state(s): CA, CO, ID, OR, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS
How to Survive a Layoff (pdf)
Global Investment Committee - Special Report: Is the Promise of Portfolio Diversification Dead? (pdf)
100 Point Commentary (pdf)
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