Kaushik D. Meisheri
Professional summary
Kaushik Damji Meisheri, who also goes by Kaush Meisheri, Kaushik Meisheri, is a registered financial advisor currently at LIFETIME EQUITY INVESTMENTS LLC located in Kalamazoo, Michigan.
Kaushik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kaushik has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kaushik Damji Meisheri's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2015 - Present
LIFETIME EQUITY INVESTMENTS LLC
October 5, 2009 - May 14, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
October 5, 2009 - May 14, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
June 26, 2007 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
September 30, 2005 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
July 1, 2003 - October 6, 2005
WELLS FARGO CLEARING SERVICES, LLC
April 22, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2015)
(2/14/2019)
Exams
Current Firm
LIFETIME EQUITY INVESTMENTS LLC
CRD#: 174931 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 27,700,000 |
Red Flags
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