Unclaimed
John Michael Weiss is a financial professional with over 30 years of experience in the industry. He holds a variety of licenses and certifications, including Series 6, 7, 63, and 65. John Michael is currently registered with Ameritas Investment Company, LLC and has previously held positions with Equity Services, Inc., MONY Securities Corp., and The Mutual Life Insurance Company of New York. He has a strong track record of success in providing clients with comprehensive financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IN
03/19/2009 - Present
Ameritas Investment Company, LLC (CARMEL IN)
IN
04/14/1992 - 03/23/2009
EQUITY SERVICES, INC. (INDIANAPOLIS IN)
NY
08/02/1988 - 05/20/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/02/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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