Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misan? Claim Your ProfileMisan Varsey Wiles is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Misan has been in the industry since November 2, 2016. Misan has passed the Series 7, Series 9, Series 10, Series 31 and SIE exams. Misan is registered in 53 states and is active in both Broker-Dealer and Investment Advisor capacities. Misan previously worked at Wells Fargo Clearing Services, LLC and is registered to provide services to high-net-worth individuals, corporations, and other businesses. Misan can also provide educational seminars and portfolio management for businesses and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
02/16/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT MILL SC)
NC
10/19/2016 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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