Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mikucki is a financial advisor registered with SPC in ANN ARBOR, MI. Mark has been in the financial services industry since 2002 and has held previous positions with METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, AXA ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, and PRUCO SECURITIES CORPORATION. Mark holds Series 63, 65, 7, and SIE licenses. Mark is a Chartered Financial Consultant and provides services such as financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
09/01/2010 - Present
SPC (ANN ARBOR MI)
CT
07/14/2005 - 09/21/2010
METLIFE SECURITIES INC. (SHELTON CT)
CT
07/14/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
NY
12/18/2003 - 07/18/2005
AXA ADVISORS, LLC (NEW YORK NY)
MA
02/16/2001 - 03/15/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/16/2001 - 03/15/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/02/2001 - 03/23/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/10/2000 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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