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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Batista is a financial advisor with Creative Planning in Overland Park, KS. Mike has been in the financial industry since 1997. Mike has a strong background in investments and financial planning. Mike holds Series 6, 7, 9, 10, 26, 63, and 65 licenses, and is also a Certified Financial Planner. Mike has a wide range of experience working with clients across the country. Prior to joining Creative Planning, Mike worked at Fidelity Brokerage Services LLC and PRUCO Securities, LLC. Mike works with individuals, families, and businesses to develop customized financial plans to help meet their financial goals.
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.
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
KS
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
CA
04/14/2005 - 06/26/2015
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
NJ
08/13/1997 - 03/09/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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