Unclaimed
Mykel Ajani Barnes is an Investment Advisor Representative associated with SPC. Mykel has been in the industry since November 1997. Mykel is licensed in the state of Michigan and is also registered in Texas as a resident investment advisor representative. Mykel is also registered with FINRA as a General Securities Representative and has a SIE designation. Mykel has previously been employed with Fifth Third Securities, Inc. and Ameriprise Financial Services, Inc. Mykel has a diverse background and also works as an Independent Insurance Agent for various insurance companies and assists their spouse with a small business. Mykel also holds a position as a pastor at the Christian Life Center/Stones Church, and is a trustee of a family member's trust. Mykel's primary focus is on providing financial planning, portfolio management and other consultation services to high net worth individuals, corporations and other businesses, pension and profit-sharing plans, as well as charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
05/15/2023 - Present
SPC (ANN ARBOR MI)
MI
10/21/2005 - 11/06/2009
FIFTH THIRD SECURITIES, INC. (COMSTOCK PARK MI)
MN
10/13/1997 - 10/25/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 02/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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