Mitchell Steven Loewenberg
Investment adviser representative at Wedbush Securities Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Wedbush Securities Inc.Feb 2020 to now
- Wedbush Securites, Inc.Feb 2020 to now
- Edward JonesNov 2019 to Jan 2020
- TD AmeritradeSep 2018 to Nov 2019
- National FundingDec 2017 to Sep 2018
- UnemployedFeb 2010 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7021421
- Firm CRD
- 877