Unclaimed
Andrew Mikovch is a registered Investment Advisor Representative with Stratos Wealth Advisors LLC. Andrew has been in the financial industry since 1997 and is a Certified Financial Planner. He has a wide range of experience in financial planning, portfolio management, and retirement planning. He currently provides investment advisory services for a variety of clients, including individuals, businesses, and charitable organizations. Prior to joining Stratos Wealth Advisors LLC, Andrew was employed at BB&T Investment Services, Inc. and Fidelity Investments Institutional Services Company, Inc. He has a Series 6, 63, and 65 license and is registered to provide investment advisory services in Ohio and Texas.
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.
Percentage of assets under management with third party managers
1
2
OH
09/14/2022 - Present
Stratos Wealth Advisors LLC (Cincinnati OH)
NC
05/02/2003 - 01/23/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
RI
09/16/1997 - 02/10/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 08/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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