Unclaimed
Robert Victor Micsak is an investment advisor representative with D.a. Davidson & Co. Robert Victor Micsak is registered in California and Colorado. Robert Victor Micsak was previously employed by CAPSTONE HEADWATERS and HEADWATERS BD, LLC. Robert Victor Micsak has experience in the securities industry since 2017. Robert Victor Micsak has passed the Series 63, SIE and Series 79 exams. D.a. Davidson & Co. is a full-service investment firm with a long history of providing investment and advisory services. D.a. Davidson & Co. advises a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. D.a. Davidson & Co. offers a wide range of financial planning and investment management services.
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
CO
04/01/2019 - Present
D.a. Davidson & Co. (DENVER CO)
CO
05/14/2018 - 03/07/2019
CAPSTONE HEADWATERS (Denver CO)
CO
02/06/2017 - 06/26/2018
HEADWATERS BD, LLC (DENVER CO)
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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