Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neeka? Claim Your ProfileNeeka Miremadi is an Investment Advisor Representative at Attainable Wealth. Neeka has been in the financial services industry for over 3 years and holds both the Series 65 and SIE exams. Neeka specializes in providing financial planning and portfolio management services for individuals and families. Attainable Wealth has over 16 clients and manages approximately $38,622,480 in assets under management.
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.
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.
Monthly fees
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2
FL
06/16/2024 - Present
Attainable Wealth (JACKSONVILLE FL)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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