Unclaimed
Michael Mumau has been a financial professional since 1984. Michael is currently registered with Ameritas Advisory Services, LLC and has worked there since 2021. Michael has also worked for other firms including Ameritas Investment Corp., Ameritas Life Insurance Corp, Swift Kennedy & Associates, Underwriters Brokerage, Western PA Financial Center DBA Ameritas Financial Services of WPA, Mumau Investments and Insurance, and PUNX'Y BEVERAGE COMPANY. Michael is licensed as an Independent Insurance Agent to sell fixed insurance products. Michael is a dedicated professional with a proven track record of success in the financial services industry.
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.
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.
Solicitor fees
1
2
PA
11/01/2021 - Present
Ameritas Advisory Services, LLC (PUNXSUTAWNEY PA)
BC
Issued 07/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/06/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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