Unclaimed
Michael Marvin Schick is an investment advisor representative with Cetera Investment Advisers LLC, located in Williamsport, Pennsylvania. Michael has been in the financial services industry since 1992 and is registered with the Securities and Exchange Commission and the states of Pennsylvania and Texas. Michael holds a Series 6, Series 7, Series 63, and Series 65 license. Michael is a licensed insurance agent and sells fixed insurance products. Michael has been employed by Cetera since 2021. Prior to that, Michael was employed by VOYA Financial Advisors, Inc. for 17 years, where Michael provided financial services to clients in Pennsylvania. Michael has extensive experience in the financial services industry and is committed to providing clients with the highest level of service and expertise.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WILLIAMSPORT PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
IA
02/27/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CT
04/25/1996 - 02/14/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NE
03/31/1994 - 07/13/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
PA
03/09/1994 - 03/31/1994
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
WI
08/31/1992 - 01/25/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NE
12/06/1991 - 10/13/1992
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 3/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/4/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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