Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annukka? Claim Your ProfileAnnukka Mikkola is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Annukka has been in the securities industry since 1992 and has worked for several firms during her career. Her prior experience includes time with BANC OF AMERICA INVESTMENT SERVICES, INC. in Kirkland, WA; BA INVESTMENT SERVICES, INC. in Oakland, CA; SEAFIRST INVESTMENT SERVICES, INC. in Seattle, WA; PNMR SECURITIES, INC. in Boston, MA; and AMERICAN GENERAL SECURITIES INCORPORATED in Phoenix, AZ. Annukka is licensed to provide financial advice in 30 states and has a total of 27 state registrations, 7 SRO registrations, and 3 IA state registrations. Annukka Mikkola offers investment advice to a range of clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
WA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KIRKLAND WA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
03/26/1993 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
MA
08/12/1994 - 04/19/1995
PNMR SECURITIES, INC. (BOSTON MA)
AZ
04/27/1992 - 10/13/1992
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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