Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikayla? Claim Your ProfileMikayla Joanine Bates is a financial advisor who has been in the industry since January 19, 2021. Mikayla is currently registered with LPL Enterprise, LLC in Louisiana and Texas. She is also a registered representative with the firm. Mikayla is licensed to sell securities in 12 states. Mikayla specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Mikayla is a member of the North Baton Rouge Chamber of Commerce and is also a speaker and seminar leader for The Chosen Generation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
LA
11/14/2024 - Present
LPL Enterprise, LLC (BATON ROUGE LA)
LA
01/19/2022 - 01/18/2023
SIGMA FINANCIAL CORPORATION (Baton Rouge LA)
LA
05/20/2020 - 06/14/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (METAIRIE LA)
IA
Issued 02/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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