Unclaimed
Drew Mikel is a financial advisor registered with LPL Financial LLC. Drew has been in the financial services industry since 2023. Drew is registered in Florida, Indiana, Michigan, and Ohio. Drew is licensed to provide securities and investment advisory services in those states. Drew is a Series 66 and Series 7TO licensed representative. Drew is also a licensed insurance professional. Drew has also worked for 1st Source Bank, Brown Funeral Home & Cremation Services, and Hope College. Drew works at the Niles, Michigan branch office of LPL Financial LLC.
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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MI
02/15/2024 - Present
LPL Financial LLC (NILES MI)
BOTH
Issued 02/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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