Mary MickaCRD Number: 1864763
Current Firm: Oppenheimer & Company Inc.
Mary Micka (CRD# 1864763) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Tampa, FL and has over 29 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Oppenheimer & Company Inc.||Tampa, FL||Aug 2010 - Current||7|
|Morgan Stanley Smith Barney||Tampa, FL||Jun 2009 - Aug 2010||1|
|Citigroup Global Markets Inc.||Tampa, FL||Jun 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management9,642MILLIONS
Total Number of Accounts20,229ACCOUNTS
Average Account Value$476,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV