Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mia? Claim Your ProfileMia Kristina Sulak is a registered Investment Advisor Representative with Financial & TAX Architects, LLC. Mia is licensed to conduct business in California. Mia has 10 years of experience in the financial services industry, and has held positions at both Financial & TAX Architects, LLC, and The Mia Sulak Agency, Inc. Mia is also a life insurance agent. Mia's areas of specialization include retirement planning, investment strategies, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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CA
01/30/2024 - Present
Financial & TAX Architects, LLC (AGOURA HILLS CA)
IA
Issued 01/22/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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