Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Carvelli is a financial professional with over 27 years of experience in the financial services industry. Elaine is currently registered with MML Investors Services, LLC. Elaine has previously been registered with MSI Financial Services, Inc. and New England Securities. Elaine is a Series 6, 63 and 65 licensed professional. Elaine is also a registered investment advisor in Rhode Island and Texas. Elaine specializes in providing financial advice to individuals, businesses, trusts, foundations, endowments, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations. Elaine is also a licensed insurance broker and an independent distributor for Bemer.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
RI
05/19/2021 - Present
MML Investors Services, LLC (EAST PROVIDENCE RI)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
05/25/2004 - 01/02/2015
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
CT
06/18/1996 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elaine Carvelli is the right advisor for you? Invested Better is here to help.
