Unclaimed
Mikhail Saliba is an investment advisor representative at Bailard, Inc., a firm located in Foster City, CA. Mikhail has been working in the financial industry for over 10 years and has a variety of experience with investment companies, corporations and charitable organizations. As a Certified Financial Planner, Mikhail is well-equipped to assist individuals and families with 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/06/2024 - Present
Bailard, Inc. (FOSTER CITY CA)
Active
Inactive
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