Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myka? Claim Your ProfileMyka Koenen is a financial advisor at Wealthspire Advisors. Myka has been working in the financial services industry since 2014 and is a Certified Financial Planner. Myka specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Myka has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Myka holds a Series 65 license and is registered to provide investment advisory services in Virginia.
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.
A percentage of the total value of assets under management is charged.
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VA
01/04/2021 - Present
Wealthspire Advisors (Reston VA)
IA
Issued 06/06/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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