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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mikonis is a financial advisor with Mercer Global Advisors Inc. Michael has been in the financial services industry since 2007. Michael is registered to provide investment advice in Florida, New Hampshire and Texas. Michael is also a Certified Financial Planner. Michael has experience with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations and pension and profit-sharing plans. Michael has provided financial advice and services to clients at LPL Financial LLC and Paragon Wealth Strategies, LLC before joining Mercer Global Advisors. Michael's previous experience includes serving as a financial advisor and providing financial planning, estate planning and tax return preparation services.
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.
Trust services, estate planning, tax return preparation, consultation
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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FL
12/06/2023 - Present
Mercer Global Advisors Inc. (Jacksonville FL)
NY
06/15/2010 - 12/20/2016
LPL FINANCIAL LLC (WOODBURY NY)
NY
02/28/2007 - 09/11/2009
ALTERNATIVE WEALTH STRATEGIES, INC. (MELVILLE NY)
BOTH
Issued 08/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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