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Kaushik M
Series 63, Series 65
Kalamazoo, MI
Lifetime Equity Investments LLC
Kaushik Meisheri is a financial advisor at Lifetime Equity Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifetime Equity Investments since 2015. The firm serves individual investors, high-net-worth individuals, and charitable clients by providing discretionary portfolio management and customized investment portfolios. Lifetime Equity Investments manages approximately $26.5 million for around 67 clients, emphasizing fundamental analysis and individualized portfolio construction using a diverse mix of securities.
Eric M
Series 65
Kalamazoo, MI
Lifetime Equity Investments LLC
Eric Meisheri is a financial advisor at Lifetime Equity Investments LLC in Kalamazoo, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Lifetime Equity Investments since 2016. Lifetime Equity Investments serves individual investors, high-net-worth individuals, and charitable clients by providing discretionary portfolio management and customized investment portfolios. The firm emphasizes fundamental analysis and individualized portfolio construction across a diverse range of securities, including American Depositary Receipts, bonds, mutual funds, equities, and ETFs.
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