Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katarzyna? Claim Your ProfileKatarzyna Mika is a financial advisor currently registered with Wells Fargo Clearing Services, LLC in Scottsdale, AZ. Katarzyna Mika has been in the financial services industry since 2023. Katarzyna Mika is licensed to provide financial advice and services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Katarzyna Mika offers a wide range of financial services, including investment consulting, financial planning, and portfolio management for individuals and businesses. Previously, Katarzyna Mika was registered with VANGUARD MARKETING CORPORATION in Scottsdale, AZ.
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.
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.
Investment consulting services to institutional clients
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
AZ
07/31/2024 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
07/18/2023 - 08/08/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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