Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charissa? Claim Your ProfileCharissa Ballesteros is a financial advisor at Edward Jones. She has been in the financial services industry since 2016 and has a strong track record of success. Charissa holds a Series 7, 63, and 66 license. She is dedicated to helping her clients achieve their financial goals and provides a personalized approach to financial planning. Previously, Charissa was a financial advisor at Merrill Lynch and PFS Investments Inc., where she gained experience in the financial services industry. Charissa is committed to building long-term relationships with her clients, and she is dedicated to providing them with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
AZ
07/27/2023 - Present
Edward Jones (GREEN VALLEY AZ)
NY
02/09/2021 - 03/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/17/2020 - 12/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
11/10/2016 - 11/06/2019
PFS INVESTMENTS INC. (TUCSON AZ)
BOTH
Issued 03/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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