Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikko? Claim Your ProfileMikko Budarz is an Investment Advisor Representative at Gradient Advisors, LLC. Mikko has over 20 years of experience in the financial services industry. Mikko is registered in North Carolina as an Investment Advisor Representative and holds the Series 7, 9, 10, 24, 63, 65 and 66 licenses. Mikko specializes in providing financial planning and investment management services to individuals and businesses. Mikko is committed to providing his clients with personalized service and helping them achieve their financial goals. Mikko was previously employed at Equitable Advisors, LLC, E*TRADE Securities LLC, Raymond James Financial Services, Inc., and Charles Schwab & Co., Inc.
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.
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.
Referral fees
1
2
NC
08/26/2024 - Present
Gradient Advisors, LLC (Wilmington NC)
NC
06/24/2024 - 07/12/2024
EQUITABLE ADVISORS, LLC (RALEIGH NC)
NJ
07/15/2002 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
FL
03/23/2001 - 07/03/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
05/01/1998 - 03/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mikko Budarz is the right advisor for you? Invested Better is here to help.
