Unclaimed
Antanas Mikuzis is a financial advisor who has been in the industry since 2008. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in Illinois and Michigan. Antanas Mikuzis has a broad range of experience in the financial services industry and has held positions with several firms including LaSalle Financial Services, Inc., CitiCorp Investment Services, and Banc of America Investment Services, Inc. Antanas Mikuzis holds several securities licenses and has a strong track record of success. Antanas Mikuzis is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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
IL
12/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/23/2009 - 01/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLAND PARK IL)
IL
12/14/2007 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (ORLAND PARK IL)
NY
07/01/2002 - 04/28/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 06/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2007
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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