Mikael Lara
Financial Advisor at Wells Fargo Advisors
- Role
- Senior Financial Advisor Assistant Vice President - Investments at Wells Fargo Advisors
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Mikael Lara
Financial professional with a wide variety of experience in retail and private wealth management. My main focus is working with clients to determine goals and objectives and completing customized investment plans to guide clients through ever evolving market conditions while providing solutions to meet their financial needs. Strong leadership, team integration, sales and self efficiency are only a few of the skills and attributes I possess. I am personable and very motivated to create a long lasting impact for all individuals I am fortunate enough to meet. This information is intended for use by residents of CA, FL, NJ, NV, TX, UT, and VA only. CA Insurance Producer License Number: 0F81490 Resident State: NV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Financial Advisor Assistant Vice President - Investments
Apr 2014 — Present · Las Vegas, NV, US
Education
San Diego State University-California State University
Business Administration
2002 — 2003
Platt College
Associates, Graphic Design
2008 — 2009
Platt College-San Diego
B.S. in Media Arts, Web Design
2009 — 2011
Skills
- Risk Management
- Securities
- Wealth-Preservation Planning
- Retirement-Plan Consulting
- Fixed Annuities
- Indexed Annuities
- Retirement
- Investment Strategies
- Retirement Savings
- Asset Allocation
- Tax–Efficient Strategies
- Initial Public Offerings
- Strategic Planning
- Financial Services
- 401(K) Rollovers
- Relationship Management
- Variable Annuities
- Business-Owner Planning
- Alternative Investments
- Investment Planning
- Stocks
- Investments
- Estate Investment Planning
- Financial Analysis
- Mutual Funds
- Retirement Planning
- Multigenerational Wealth Planning
- Deferred Compensation Plans
- Bonds
- Concentrated Stock Management
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