Shari MiskovCRD Number: 6262605
Current Firm: Waddell & Reed
Shari Miskov (CRD# 6262605) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 2 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Various Insurance Carriers For W&r Insurance Agencies||Ballwin, MO||Apr 2014 - Current||2|
|Gary Gebhardt||Creve Coeur, MO||Dec 2013 - Current||2|
|Waddell & Reed, Inc.||Creve Coeur, MO||Oct 2013 - Current||3|
|Landmark Contract Management||Fenton, MO||Feb 2009 - Current||7|
|Keith Morris||Creve Coeur, MO||Oct 2013 - Dec 2013||< 1|
|S||Manchester, MO||Feb 2003 - May 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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