Unclaimed
Misha Britt Schryer is a financial advisor with Bull Harbor Capital LLC in Lakewood, Colorado. Misha has been in the industry since 1994, and has a broad range of experience in financial planning, portfolio management, and insurance brokerage. Misha holds the Series 7, Series 63, and Series 66 licenses.
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.
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
CO
01/06/2025 - Present
Bull Harbor Capital LLC (Lakewood CO)
CO
05/11/2015 - 09/12/2018
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
NA
08/26/1994 - 02/07/1995
EDWARD D. JONES & CO., L.P.
BOTH
Issued 06/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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