Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annmarie? Claim Your ProfileAnnmarie Mikolajczak is a financial professional with over 38 years of experience in the financial services industry. Annmarie has a strong background in various areas of financial services including investment banking and operations. She is a Registered Representative and Investment Advisor Representative of LPL Financial LLC. Annmarie specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Annmarie's experience spans multiple firms including IFMG Securities, Inc., Financial Network Investment Corporation, Primevest Financial Services, Inc., BISYS Brokerage Services, Inc., ABN AMRO Investment Services, Inc., Standard Brokerage Services, Inc., FISCL Securities, Inc., Essex National Securities, Inc., USLIFE Equity Sales Corp., and First Heritage Corporation.
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.
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2
MI
05/18/2010 - Present
LPL Financial LLC (TROY MI)
MI
10/12/2004 - 03/13/2007
IFMG SECURITIES, INC. (FENTON MI)
CA
04/04/2002 - 10/19/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
05/10/2000 - 03/19/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
03/09/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
IL
07/27/1998 - 02/16/1999
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
11/19/1996 - 07/27/1998
STANDARD BROKERAGE SERVICES, INC.
MI
10/21/1994 - 11/05/1996
FISCL SECURITIES, INC. (WEST BLOOMFIELD MI)
CA
06/15/1992 - 09/21/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/24/1989 - 05/06/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MI
03/22/1989 - 11/01/1989
FISCL SECURITIES, INC. (WEST BLOOMFIELD MI)
NA
08/03/1984 - 07/25/1989
FIRST HERITAGE CORPORATION
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/21/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/11/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/1986
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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