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Mikaela Harmon

5 Years of Experience
Costa Mesa, CA
BrokerSells Insurance

Mikaela Harmon is a registered investment advisor, based in Costa Mesa, CA, with 5 years of industry experience.

Location

Costa Mesa, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Mikaela works as an agent/broker for North Star Consultants and North Star Brokerage, offering group/employee benefits and fixed insurance options, dedicating a few hours per week. She also sells fixed insurance products with various companies, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
September 2020 - August 2023 · 2 yrs 11 mos
Cri Securities, LLC
September 2020 - October 2021 · 1 yr 1 mo
Securian Financial Services, INC.Broker
August 2020 - August 2023 · 3 yrs
Cri Securities, LLCBroker
August 2020 - October 2021 · 1 yr 2 mos
State Registrations18 states
AZCACOFLHIILLAMNNJNVNYOHORPASCUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.