Unclaimed
Meisha Dyane Griffith is a financial advisor with Ameriprise Financial Services, LLC. Meisha has been in the industry since 1999 and holds Series 7, 63, and 65 securities licenses. Meisha is registered to provide investment advisory services in California and Texas. Meisha has experience working with a variety of clients, including individuals, families, businesses, and trusts. Meisha is committed to providing her clients with personalized financial advice and guidance. In addition to Ameriprise Financial Services, LLC, Meisha has also worked for Citigroup Global Markets Inc. and WM Financial Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
CA
10/25/2017 - Present
Ameriprise Financial Services, LLC (PASADENA CA)
CA
05/29/2007 - 11/21/2017
CITIGROUP GLOBAL MARKETS INC. (Los Angeles CA)
CA
11/03/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
CA
12/07/1999 - 11/10/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 04/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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