Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Steven Mikula is a financial advisor with Corient. Matthew has been in the financial services industry since 1998 and has a strong background in financial planning, portfolio management, and investment advisory services. Matthew holds the Series 7, Series 63 and Series 65 licenses. Matthew is also a Certified Financial Planner. In addition to working with Corient, Matthew has also worked with Raymond James Financial Services, Inc., Robert W. Baird & Co. Incorporated and Vision Investment Services, Inc. Matthew's areas of specialization include individuals, corporations, pooled investment vehicles, insurance companies, charitable organizations, and pension and profit sharing plans.
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.
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.
% of assets under advisement
1
2
FL
12/14/2022 - Present
Corient (MIAMI FL)
IL
04/21/2003 - 04/12/2004
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
FL
03/08/2001 - 04/23/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
12/04/1998 - 03/27/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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