Charisse Leigh Veresh

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 11/2016
  Wells Fargo Advisors, Llc.
  Bay City, MI
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Bay City, MI
• 05/2018 → Present
  Raymond James & Associates
  Saginaw, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-30
• S63 Uniform Securities Agent State Law Examination
  2018-05-05

Other Names

• Charisse Leigh Roenicke
• Charisse Leigh Taylor
• Charisse Leigh Roenicke-Taylor
• Charisse Taylor
• Charisse Leigh Roenicke - Taylor