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Charisse Veresh

8 Years of Experience
Saginaw, MI
Broker

Charisse Veresh is a registered investment advisor at Raymond James & Associates, INC., based in Saginaw, MI, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4215 Fashion Square Blvd., Suite 1, Saginaw, MI, 48603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2020 - Present · 5 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2017 - May 2018 · 9 mos
State Registrations1 state
MI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.