Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikal? Claim Your ProfileMikal Haddad is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Mikal Haddad has been in the industry since October 2007. Mikal Haddad is registered with the state of New York and Texas. Mikal Haddad has also worked for J.P. Morgan Securities LLC in Astoria, NY. Mikal Haddad specializes in providing financial planning, investment management, and other financial services to individuals, businesses, and institutions. Mikal Haddad is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
04/06/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ASTORIA NY)
NY
10/01/2012 - 04/07/2022
J.P. MORGAN SECURITIES LLC (ASTORIA NY)
NY
10/22/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ASTORIA NY)
IA
Issued 05/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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