Unclaimed
Desie Hardin is a financial advisor currently registered with Edward Jones. Desie has been in the financial industry since August 2013, and holds licenses in both Michigan and Texas. Desie has been with Edward Jones since June 2018 and their office is located in Battle Creek, Michigan. Desie's previous work experience includes roles at W R Rice Financial Services, Inc., Chase Investment Services Corp., Huntington National Bank, and Flagstar Bank. Desie is committed to providing her clients with financial advice and guidance. Desie's areas of expertise include portfolio management, financial planning, pension consulting, and selection of other advisors.
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
MI
07/19/2021 - Present
Edward Jones (BATTLE CREEK MI)
MI
07/26/2011 - 11/22/2011
W R RICE FINANCIAL SERVICES, INC. (ST. JOSEPH MI)
MI
09/27/2006 - 05/19/2011
CHASE INVESTMENT SERVICES CORP. (BENTON HARBOR MI)
BOTH
Issued 08/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
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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