Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mikeska is a financial advisor with over 30 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 65 licenses. Michael is currently registered with Concurrent Investment Advisors, LLC and previously worked at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
04/27/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
04/30/2019 - 05/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
07/14/2009 - 05/06/2019
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
02/27/2002 - 07/26/2007
WACHOVIA SECURITIES, LLC (DALLAS TX)
NY
07/17/1998 - 03/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
09/26/1992 - 07/06/1998
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
11/24/1990 - 10/09/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/17/1989 - 11/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AR
06/22/1988 - 04/06/1989
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
NA
06/22/1988 - 08/03/1988
FIRST STATE INVESTMENTS, INC.
BC
Issued 10/26/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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