Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charisse? Claim Your ProfileCharisse Rivers is a registered Investment Advisor Representative with Zinnia Wealth Advisory, LLC. Charisse has been in the industry for over 15 years and has a Series 65 license. She specializes in providing financial planning and portfolio management services for individuals and high net worth individuals. Charisse is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party adviser referral fees
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FL
01/01/2025 - Present
Zinnia Wealth Advisory, LLC (OCALA FL)
IA
Issued 10/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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