Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlsey? Claim Your ProfileCharlsey Cavric is a financial advisor with Raymond James Financial Services Advisors, Inc. in Holland, Michigan. Charlsey has been working in the financial services industry since 2022. Charlsey is registered with the state of Michigan. Charlsey holds the Series 7TO and SIE securities licenses as well as the Series 66 general securities representative license. In addition to her work as a financial advisor, Charlsey also owns and operates a photography business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
10/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Holland MI)
MI
05/08/2023 - 10/09/2023
RAYMOND JAMES & ASSOCIATES, INC. (Holland MI)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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