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Trimeshia Smiley

14 Years of Experience
Royal Oak, MI

Trimeshia Smiley is a registered investment advisor at Ziggy Wealth, LLC, based in Royal Oak, MI, with 14 years of industry experience. Trimeshia operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

414 W 5th St, Royal Oak, MI, 48067-2545

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Trimeshia works as a notary, a FINRA arbitrator, and an attorney for The Probate Pro, taking nearly full-time hours. She also has DBAs for her LPL business: LCWarren Group Inc and Blacks and Money.

Employment History
Current Registrations
Ziggy Wealth, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
July 2019 - October 2023 · 4 yrs 3 mos
LPL Financial LLCBroker
July 2019 - October 2023 · 4 yrs 3 mos
TD Ameritrade Investment Management, LLC
March 2018 - October 2018 · 7 mos
TD Ameritrade, INC.
March 2018 - October 2018 · 7 mos
TD Ameritrade, INC.Broker
February 2018 - October 2018 · 8 mos
Scottrade Investment Management
March 2017 - March 2018 · 1 yr
Scottrade, INC.Broker
November 2010 - February 2018 · 7 yrs 3 mos
State Registrations1 state
MI
Advisor

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.