Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Jones is a registered representative with Morgan Stanley. Elisa has been in the industry since December 24, 2006. Elisa is a licensed professional with multiple professional qualifications and licenses. Elisa has held positions at Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. in the past. Elisa currently holds FINRA registration, and is registered with the state of New York. Elisa is registered with the state of Texas as an Investment Advisor Representative. Morgan Stanley is a well-established firm, with over 15,700 licensed agents, 26,100 registered representatives and 13,000 investment advisory functions, the firm manages over $1.4 trillion in assets for over 2.4 million accounts. Morgan Stanley specializes in portfolio management for individuals, businesses, investment companies and other institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (Syracuse NY)
NY
11/16/2009 - 08/10/2017
WELLS FARGO CLEARING SERVICES, LLC (SYRACUSE NY)
NY
12/12/2006 - 11/25/2009
UBS FINANCIAL SERVICES INC. (SYRACUSE NY)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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