Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cleshelle? Claim Your ProfileCleshelle A. Pearson is a financial advisor with Commonwealth Financial Network and has been in the industry since 2002. Cleshelle has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Cleshelle offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Cleshelle is also a registered representative with LPL Financial and Nicholas-Applegate Securities LLC.
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.
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.
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CA
06/21/2022 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
03/10/2006 - 04/29/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/02/2002 - 03/13/2006
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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