Unclaimed
Maleesha Lanette Johnson is a financial advisor who has been in the industry since January 22, 2019. Maleesha is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed in North Carolina. Prior to joining TIAA-CREF, Maleesha was employed at WELLS FARGO CLEARING SERVICES, LLC. Maleesha provides financial planning and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/24/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/28/2019 - 05/09/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/04/2018 - 10/23/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 09/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maleesha Johnson is the right advisor for you? Invested Better is here to help.