Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Manley Lavon has been in the financial services industry since September 2, 2018. Elisa is currently registered with Cetera Investment Advisers LLC. Elisa has been registered with the state of Michigan since November 20, 2019. Elisa has passed the Series 66, Series 7 and SIE exams. Prior to joining Cetera Investment Advisers LLC, Elisa worked for Edward Jones. Elisa has also worked for Century Bank and Trust. Elisa has worked in the Coldwater, MI area, as well as Saint Cloud, MN. Elisa is a financial advisor who helps clients with their financial planning needs. She also provides portfolio management services for individuals and businesses. Elisa can help with retirement planning, college savings, and other financial goals.
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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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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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