Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felisha? Claim Your ProfileFelisha Marie Pullen is a financial professional with over 20 years of experience in the industry. Currently, Felisha Marie Pullen is registered with Charles Schwab & CO., Inc. Previously, Felisha Marie Pullen was associated with 1ST GLOBAL CAPITAL CORP., CHASE INVESTMENT SERVICES CORP., FIXED INCOME SECURITIES, LP, FINANCIAL NETWORK INVESTMENT CORPORATION, LIBERTY SECURITIES CORPORATION and INDEPENDENT FINANCIAL SECURITIES, INC. Felisha Marie Pullen holds licenses for Series 63, 66, 7, 9, 10 and 24. Felisha Marie Pullen also holds the Certified Financial Planner designation.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
04/18/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
01/13/2010 - 03/29/2018
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
01/03/2007 - 01/04/2010
CHASE INVESTMENT SERVICES CORP. (EULESS TX)
TX
04/19/2002 - 12/15/2006
FIXED INCOME SECURITIES, LP (BOERNE TX)
CA
09/22/1999 - 04/16/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
08/03/1998 - 09/03/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
07/08/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
BOTH
Issued 04/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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