Charissa Ann Konz is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with MORAN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORAN WEALTH MANAGEMENT, LLC | 2026-03-10 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2023-08-03 | 2026-02-17 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2019-09-04 | 2023-07-31 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2019-06-19 | 2019-08-27 | — |