Unclaimed
Anton Kulikov is an investment advisor representative with AK Investing, licensed in Illinois and Florida. Anton has been active in the industry for over 10 years and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Anton's prior experience includes roles at Tastytrade inc, Queed Inc., and Student. Anton holds a Series 65 license and has a strong track record of delivering exceptional service to his clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
12/02/2019 - Present
AK Investing (Sarasota FL)
IA
Issued 12/15/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Anton Kulikov is the right advisor for you? Invested Better is here to help.