Charlsey Cavric is a registered investment advisor, based in Plainwell, MI, with 2 years of industry experience.
Location
Plainwell, MI
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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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Charlsey is the owner/proprietor of a photography services business since 2022. She dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
September 2023 - October 2023 · 1 mo
Raymond James & Associates, INC.Broker
May 2023 - October 2023 · 5 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.