Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mia? Claim Your ProfileMia Medina-bohanan is an investment advisor representative at World Investment Advisors, LLC and AssuredPartners Investment Advisors. Mia has been in the financial services industry since 2013 and holds both Series 63 and 65 licenses, as well as the SIE and Series 6 exams. Mia has prior experience at IMA Wealth, ALPS Portfolio Solutions Distributor, Inc., ALPS Distributors, Inc., and Financial Telesis Inc.
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.
1
2
CO
06/29/2022 - Present
World Investment Advisors, LLC (Denver CO)
CO
01/07/2016 - 06/17/2022
IMA WEALTH (DENVER CO)
CO
01/02/2015 - 12/28/2015
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
06/09/2014 - 12/31/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
04/29/2013 - 06/02/2014
FINANCIAL TELESIS INC (DENVER CO)
IA
Issued 01/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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