Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikel? Claim Your ProfileMikel Trapp is an investment advisor representative with SoFi Wealth LLC, a firm that provides financial planning, educational seminars, and portfolio management services. Mikel is registered with the state of Florida and has been in the industry since 2016. Prior to joining SoFi Wealth LLC, Mikel worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Equis Financial, and Liberty National Life Insurance. Mikel holds the Series 66 license.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
10/23/2024 - Present
Sofi Wealth LLC (Jacksonville FL)
Active
Inactive
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