Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miesha? Claim Your ProfileMiesha Nicole Lillycharles is an active financial advisor with Edward Jones. Miesha holds a Series 63, Series 6TO and SIE license. Miesha has been in the financial industry since January 23, 2020. Miesha has been registered with Edward Jones since April 20, 2023. Prior to that, Miesha worked at WELLS FARGO CLEARING SERVICES, LLC. Miesha is registered in 15 states, including California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Michigan, North Carolina, Oklahoma, Oregon, Pennsylvania, Virginia, Washington and West Virginia. Miesha specializes in providing financial advice to individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans.
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
FL
04/20/2023 - Present
Edward Jones (ORLANDO FL)
FL
10/11/2019 - 01/04/2023
WELLS FARGO CLEARING SERVICES, LLC (WINTER SPRINGS FL)
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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