Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latisha? Claim Your ProfileLatisha Perkins has been in the financial services industry since 1997. Latisha Perkins is currently registered with Edward Jones and has previously been registered with Wells Fargo Advisors, LLC, Wachovia Securities, Inc., and Wachovia Brokerage Service. Latisha Perkins's experience includes serving clients in the areas of financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
NC
08/21/2024 - Present
Edward Jones (SYLVA NC)
NC
05/09/2014 - 05/19/2015
WELLS FARGO ADVISORS, LLC (ASHEVILLE NC)
NC
02/14/2000 - 03/30/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/07/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 08/20/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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