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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Lavon Manley is an investment advisor representative with Cetera Investment Advisers LLC. Elisa has been in the securities industry since September 2, 2018. Elisa is registered with the state of Michigan and has passed the Series 66, SIE and Series 7 exams. Elisa has been employed by Cetera Investment Advisers LLC since November 20, 2019. Previously Elisa worked for Edward Jones. Elisa specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Elisa's firm also provides financial planning services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
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2
MI
11/20/2019 - Present
Cetera Investment Advisers LLC (QUINCY MI)
MI
11/29/2017 - 02/14/2019
EDWARD JONES (COLDWATER MI)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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