Unclaimed
Mija Bartholome is a financial advisor with Ameriprise Financial Services, LLC, registered with the state of Florida. Mija specializes in providing financial planning and investment advice to individuals, families, and businesses. Mija is committed to building long-term relationships with clients and helping them achieve their financial goals. Mija has a proven track record of success in helping clients achieve their financial objectives. Mija has over 7 years of experience in the financial services industry, having previously worked at Northwestern Mutual Investment Services, LLC. Mija has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice.
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.
Asset allocation 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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2
FL
09/20/2023 - Present
Ameriprise Financial Services, LLC (Tampa FL)
FL
04/19/2023 - 09/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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