Our Staff

Charlee M. Zleisy

Financial Assistant

Charlee has worked for Maguire Investments for 3 years. She has found herself enjoying and excelling as a client associate at Maguire Investments, Inc. She loves the personal interactions and relationships she is making. Charlee has a joyful spirit, is people oriented, attentive to details, and eager to provide excellent service to clients.

Charlee assists Mr. Silva establishing new accounts, processing securities, database management, servicing clients’ needs with cash withdrawals, retirement distributions, and account maintenance.

Work

  • Charlee joined Maguire Investments, Inc. in January of 2014

Registrations held through Commonwealth Financial Network

  • Charlee is a Public Notary (2068582)
  • Charlee is studying for the Series 7 (General Securities Registered Representative)

Education

  • Bachelor of Science – Healthcare Administration.  University of Phoenix, California
  • General Education – Allan Hancock College, Santa Maria, California

Personal

Charlee was born and raised on the Central Coast. She enjoys spending time with her family and friends, doing trail rides with her horse, hikes, and exercise. She is an avid animal lover. She is a member at Pacific Christian Church.

 

Investment Professionals

Stephen P. Maguire
John-Paul F. Stornetta
E. Chad Silva

Registered Staff

Carol Abeloe
Summer Sproston

Staff

Kerry Scheidt
Charlee M. Zleisy

The Financial Professionals of Maguire Investments, Inc., are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. www.FINRA.org www.SIPC.org This communication strictly intended for individuals residing in th e states of (AL, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, KY, MI, MN, MS, MO, MT, NC, NJ, NV, NM, NY, ND, OK, OR, PA, TX, UT, VA, VT, WA, WI). No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Check the background of our investment professionals on FINRA’s BrokerCheck