Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikko? Claim Your ProfileMikko John Passananti is a financial advisor with over 20 years of experience in the financial services industry. Mikko currently works as a registered representative for World Investment Advisors, LLC. Mikko has a broad range of experience including financial planning, pension consulting, educational seminars, and selection of other advisors. Mikko is registered in several states across the country and holds the Series 6, Series 63, Series 65, and SIE licenses. Mikko is also a licensed insurance agent and a member of the board of directors for Pensionmark Partners Insurance Services, LLC. Mikko is dedicated to providing personalized financial advice to help clients achieve 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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CA
10/04/2023 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
RI
04/03/2002 - 12/12/2018
MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)
IA
Issued 06/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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