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Charisse Leigh Veresh

Raymond James & Associates, Inc.

Saginaw, MI

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-06-08
  • MI RA
    APPROVED
    Since 2020-06-08

Branch Locations

4215 Fashion Square Blvd. Suite 1, Saginaw, MI 48603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc. Bay City MI 04/2014 11/2016
Wells Fargo Clearing Services, Llc Bay City MI 11/2016 05/2018
Raymond James & Associates Saginaw MI 05/2018 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
S63 Uniform Securities Agent State Law Examination 2018-05-05
  • 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

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DOUGLAS JAMES ADAMS
SCOTT ALAN HAGENBACH
JORDAN TIMOTHY BANNERMAN
JIMMY WESTON PRICE
Joseph L Shaver
DANA LIANNE GIBBS
TIMOTHY LEE BALDWIN
ELLEN VERONICA MARTZ

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · SAGINAW, MI
CWM, LLC · Saginaw, MI
J.P. MORGAN SECURITIES LLC · SAGINAW, MI
OSAIC WEALTH, INC. · SAGINAW, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Saginaw, MI
MORGAN STANLEY · Saginaw, MI
OSAIC WEALTH, INC. · SAGINAW, MI
EQUITABLE ADVISORS, LLC · SAGINAW, MI

More in Saginaw, MI

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