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Michael Marvin Schick

Cetera Investment Advisers LLC

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About Michael Marvin Schick

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.

Firm Information

Michael Schick is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1720 EAST THIRD ST

WILLIAMSPORT, PA 17701

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Schick’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Marvin Schick. Review regulatory record here.
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