MC
MC
Miste Cliadakis is a registered investment advisor, based in Chico, CA, with 26 years of industry experience.
Location
1074 E. Ave. Suite T1, Chico, CA, 95926
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Regulatory History (1)
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Employment Separation After Allegations
April 2012Other Business ActivitiesSells Insurance
Miste is a partner at Altum Wealth Advisors and Bay Cliadakis & Associates, spending about half her time on accounting, banking, and taxes. Miste also dedicates minimal time to activities such as being a notary public, volunteer instructor, founder/treasurer of networking groups, and treasurer for a non-profit organization, as well as fixed insurance services.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2019 - Present · 7 yrs
Altum Wealth Advisors
May 2019 - Present · 7 yrs
Previous Registrations
First Allied Advisory Services, INC.
May 2012 - June 2019 · 7 yrs 1 mo
First Allied Securities, INC.Broker
May 2012 - June 2019 · 7 yrs 1 mo
Raymond James Financial Services Advisors, INC
January 2009 - April 2012 · 3 yrs 3 mos
Raymond James Financial Services
July 2007 - January 2009 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
September 2000 - April 2012 · 11 yrs 7 mos
Invest Financial CorporationBroker
January 2000 - September 2000 · 8 mos
State Registrations13 states
AZCAIDINMONCNVORTXUTVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.