Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Maria Nelson is a registered investment advisor representative with Symmetry Partners. Elisa has been in the industry since 1997 and has a strong background in financial services. Elisa has a wide range of experience working with various clients, including individuals, businesses, and investment companies. Elisa is committed to providing her clients with personalized financial advice and guidance to help them achieve their 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.
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.
Sub-advisor
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.
A percentage of the total value of assets under management is charged.
Fee paid for sub-advisor services provided to ria
1
2
CT
05/15/2018 - Present
Symmetry Partners (GLASTONBURY CT)
CT
05/10/2006 - 03/29/2018
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MA
12/11/2002 - 05/01/2006
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
CT
01/05/2001 - 10/22/2003
PPI EMPLOYEE BENEFITS CORPORATION (MIDDLETOWN CT)
CA
12/07/1999 - 11/02/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
01/28/1999 - 11/11/1999
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MA
08/29/1996 - 03/25/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/29/1996 - 03/25/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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