Unclaimed
Elisa McLawhorn is an investment advisor representative with First Heartland Consultants, Inc., a firm that specializes in providing financial planning, pension consulting, and other investment advisory services. Elisa McLawhorn has been in the financial industry since 1994 and has a wide range of experience in providing investment advice to a variety of clients, including individuals, corporations, and charitable organizations. Elisa McLawhorn holds both Series 6 and Series 63 licenses, along with Series 65 and SIE exams, and has a proven track record of success in helping her clients achieve their financial goals. Elisa McLawhorn is dedicated to providing her clients with the highest level of personalized service and is committed to helping them make informed investment decisions.
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.
1
2
NC
02/07/2018 - Present
First Heartland Consultants, Inc. (GREENVILLE NC)
NC
01/02/2004 - 09/15/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (GREENSBORO NC)
FL
11/17/1999 - 10/17/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
06/07/1994 - 01/14/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 01/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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