Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikala? Claim Your ProfileMikala Merey is a registered investment advisor representative with Alliancebernstein LP. Mikala is licensed to provide investment advice in 27 states and the District of Columbia. Mikala has over 5 years of experience in the financial services industry. Mikala holds the Series 63, Series 66, Series 7, and SIE licenses. Alliancebernstein LP manages over $651.4 billion in assets. The firm specializes in providing investment advice to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and other investment advisers.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/09/2023 - Present
Alliancebernstein LP (WEST PALM BEACH FL)
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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