Unclaimed
Micah Scheinberg is an investment advisor representative with Raymond James & Associates, Inc., with over 20 years of experience in the financial services industry. Micah is registered with FINRA and has a Series 3, 7, 63 and 65 licenses. Micah is licensed in 29 states and the District of Columbia. Micah's previous experience includes roles with Deutsche Bank Securities Inc. and Goldman, Sachs & Co. Micah provides financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Micah is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/06/2016 - Present
Raymond James & Associates, Inc. (Los Angeles CA)
CA
05/19/2003 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
NY
08/12/1997 - 05/29/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
10/24/1994 - 09/25/1995
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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