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Namesha Shanae Werme

Assetmark Brokerage, LLC

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About Namesha Shanae Werme

Namesha Werme is a financial professional registered with Assetmark Brokerage, LLC. Namesha has been in the financial services industry since August 30, 2021. Namesha has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination.

Firm Information

Namesha Werme is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Namesha Werme’s Registration & Firm History

AZ

08/31/2021 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

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Licenses & Designations

BC

Issued 08/30/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Namesha Shanae Werme. Review regulatory record here.
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