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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maleeah? Claim Your ProfileMaleeah Lonna Wernsing-cuevas is an investment advisor representative and has been in the industry for over 15 years. Maleeah is registered with Klaas Financial Asset Advisors, LLC and has offices in Loves Park, IL and Fitchburg, WI. Maleeah has a Series 6, Series 7, and Series 63 license, as well as a SIE and Series 65 designation. Maleeah has previously worked at Securities America, Inc., Investcorp, Inc., and Country Capital Management Company. Maleeah is a leader in the Women in Motion (WIM) women's social group.
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.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting
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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2
IL
03/08/2007 - Present
Klaas Financial Asset Advisors, LLC (LOVES PARK IL)
IL
07/17/2020 - 09/10/2020
SECURITIES AMERICA, INC. (LOVES PARK IL)
IL
05/18/2006 - 07/17/2020
INVESTACORP, INC. (LOVES PARK IL)
IL
02/25/2005 - 05/25/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 10/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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