Unclaimed
Anna Brittany Mika is a financial advisor registered with LPL Financial LLC and holds Series 63, 6TO, and SIE licenses. Anna has experience in the financial services industry since January 14, 2021, and previously worked with OSAIC INSTITUTIONS, INC. Anna specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Anna's office is located at 4675 32ND AVE, STE. 110, HUDSONVILLE, MI 49426.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
02/01/2024 - Present
LPL Financial LLC (HUDSONVILLE MI)
MI
01/15/2021 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Hudsonville MI)
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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