Unclaimed
Micah John Puscheck is a registered investment advisor representative with Ameriprise Financial Services, LLC. Micah has been in the industry since 2010. Micah holds Series 66, Series 7 and SIE licenses. Micah specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Micah is registered to provide investment advisory services in Alabama, Arizona, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Michigan, Mississippi, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Micah also holds a registration with the state of Texas for investment advisor representative. Micah has been a member of the church investment committee for over a decade. This role involves helping the church with financial direction and decisions. Micah is licensed to provide investment advice to corporations, charitable organizations, insurance companies, trusts/estates, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/18/2017 - Present
Ameriprise Financial Services, LLC (GETZVILLE NY)
BOTH
Issued 02/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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