Unclaimed
Micah Richard Hart is a financial advisor with Truist Advisory Services, Inc. Micah has been in the financial services industry since August 7, 2000. Micah is a Certified Financial Planner® and has been registered with FINRA since August 17, 1998. Micah is also registered with the state of Maryland as an Investment Advisor Representative. In addition to being registered with FINRA, Micah is also registered with the state of Maryland as an Investment Advisor Representative. Micah is registered with the state of Texas and Rhode Island, but not in a fiduciary capacity. Micah works with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Micah provides financial planning services, portfolio management, and educational seminars. Micah is also registered with the state of Texas as an Investment Advisor Representative.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
MD
05/25/2021 - Present
Truist Advisory Services, Inc. (COLUMBIA MD)
MN
08/21/1998 - 12/16/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/1998 - 12/16/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/15/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Micah Hart is the right advisor for you? Invested Better is here to help.