Mikko
Passananti
World Investment Advisors, LLC
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About this Advisor
Mikko Passananti is a financial advisor based in Santa Barbara, California, working with World Investment Advisors, LLC. Mikko has previously worked at Meridien Benefits, Inc, Pensionmark Financial Group, LLC, Pjm Financial LLC, and Pensionmark Securities, LLC. Mikko has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, New York, Rhode Island, and Texas. Currently, Mikko is part of World Investment Advisors, LLC, which operates out of Santa Barbara, California. The firm has 73 offices and 413 employees. World Investment Advisors, LLC manages assets totaling $56.3 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structure at World Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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World Investment Advisors, LLC Brokerage Details
$56,284,395,644
413
25,897
$2,173,394
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mikko Passananti Work History
Pensionmark Financial Group, LLC
Pensionmark Securities, LLC
Meridien Benefits, Inc
Pjm Financial LLC
Disclosures
Please visit the SEC profile of Mikko Passananti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at World Investment Advisors, LLC
Santa Barbara, CA
Santa Barbara, CA
Lancaster, CA
Santa Barbara, CA
Glendale, AZ
San Antonio, TX
Westborough, MA
Scottsdale, AZ
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