Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Schwartz is a financial advisor at Raymond James & Associates, Inc. Elisa is registered with the state of California as an Investment Advisor Representative. Elisa has been in the financial industry since September 2009. Elisa's registration is active. Elisa has passed the Uniform Investment Adviser Law Examination. Elisa has offices in both Palm Desert and Beverly Hills, California.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/23/2012 - Present
Raymond James & Associates, Inc. (Palm Desert CA)
IA
Issued 10/12/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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