Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Da-zha? Claim Your ProfileDa-zha Richea Jones is an investment advisor representative registered with CapitalWize, LLC. Da-zha has been in the financial services industry since 2013. Da-zha is licensed in North Carolina, Georgia, and has experience in the following areas: financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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GA
09/15/2021 - Present
Capitalwize, LLC (ATLANTA GA)
NC
07/22/2013 - 07/16/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 07/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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