Unclaimed
Andrew Mika, J. is a financial advisor with Grove Point Advisors, LLC. Andrew has been in the financial services industry since 2016 and is a Certified Financial Planner. Andrew is registered with the Securities and Exchange Commission (SEC) and FINRA. Andrew is licensed to provide investment advice in 37 states and the District of Columbia. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Andrew works with clients of all ages and stages of life, including those planning for retirement, saving for college, or managing their assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
06/28/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
VA
03/03/2016 - 07/08/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CHANTILLY VA)
BOTH
Issued 04/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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