Unclaimed
Micah Leigh Schwartz is a financial advisor with Ameritas Investment Company, LLC. Micah holds a Series 6 license for investment company products, a Series 63 license for Uniform Securities Agent State Law Examination, and a SIE license for the Securities Industry Essentials Examination. Micah's career in the securities industry began in 2013. Micah previously worked for J.P. MORGAN SECURITIES LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, CCO INVESTMENT SERVICES CORP., and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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
MA
07/17/2024 - Present
Ameritas Investment Company, LLC (Sudbury MA)
MA
09/29/2023 - 07/13/2024
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
01/14/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
10/31/2013 - 01/12/2015
CCO INVESTMENT SERVICES CORP. (CAMBRIDGE MA)
MA
06/29/2013 - 10/14/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WELLESLEY MA)
BC
Issued 08/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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