Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Budoff is a financial advisor with over 28 years of experience in the industry. Elisa is currently registered with Ameriprise Financial Services, LLC. Elisa has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, UBS FINANCIAL SERVICES INC., MCDONALD INVESTMENTS INC., KEY INVESTMENTS INC., and SOCIETY INVESTMENTS, INC.. Elisa holds Series 7, Series 63, Series 65, and SIE licenses. Elisa is also a Certified Financial Planner. Elisa specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses.
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.
Asset allocation services
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
OH
07/27/2018 - Present
Ameriprise Financial Services, LLC (Pepper Pike OH)
OH
02/16/2011 - 07/30/2018
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
OH
02/09/2007 - 02/18/2011
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (PEPPER PIKE OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
01/12/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
IA
Issued 05/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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