Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikel? Claim Your ProfileMikel Douglas Markey is a financial advisor with over 12 years of experience in the industry. Mikel is a Certified Financial Planner and holds Series 7, Series 24, and Series 66 licenses. Mikel is currently registered with United Planners' Financial Services of America A Limited Partner and has previously been registered with Harbour Investments, Inc. Mikel's office is located in Independence, IA. Mikel offers financial planning and portfolio management services to individuals and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
09/18/2024 - Present
United Planners' Financial Services OF America A Limited Partner (INDEPENDENCE IA)
IA
01/23/2012 - 12/10/2013
HARBOUR INVESTMENTS, INC. (INDEPENDENCE IA)
IA
07/27/2011 - 09/08/2011
HARBOUR INVESTMENTS, INC. (INDEPENDENCE IA)
BOTH
Issued 02/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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