Velikanje Financial Services, Inc.
Velikanje Financial Services, Inc. (CRD# 115928) is a financial advisory firm headquartered in , . They manage $15,576,195 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$973,512
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mavis Velikanje (CRD# 2806020) is an Investment Advisor Representative working at Velikanje Financial Services, Inc. in Yakima, WA and has over 21 years of experience in the finance industry. Mavis Velikanje has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.