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Charlee Marie Zleisy

Commonwealth Financial Network

Arroyo Grande, CA

Santa Maria, CA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-02
  • CA RA
    APPROVED
    Since 2024-01-02

Branch Locations

540 Camino Mercado, Arroyo Grande, CA 93420 • United States

Santa Maria, CA • 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
Maguire Investments Arroyo Grande CA 01/2014 02/2024
Commonwealth Financial Network Waltham MA 07/2015 02/2024
Maguire Investments Arroyo Grande CA 02/2024 Present
Commonwealth Financial Network Waltham MA 02/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-25
  • S66 Uniform Combined State Law Examination
    2023-11-25
Other Names
  • Charlee Marie Zleisy-Wilson
  • Charlee Marie Wilson

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ARROYO GRANDE, CA
J.P. MORGAN SECURITIES LLC · ARROYO GRANDE, CA
CENTAURUS FINANCIAL, INC. · ARROYO GRANDE, CA
ROHR FINANCIAL ADVISORS, LLC · ARROYO GRANDE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Arroyo Grande, CA
LPL FINANCIAL LLC · ARROYO GRANDE, CA
OSAIC WEALTH, INC. · ARROYO GRANDE, CA
LPL FINANCIAL LLC · ARROYO GRANDE, CA

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