Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Goebel is a financial professional with over 10 years of experience in the financial services industry. Elisa is currently registered with Ameritas Advisory Services, LLC and is located in Perrysburg, OH. Elisa has been with Ameritas Advisory Services, LLC since November 2021. Before joining Ameritas Advisory Services, LLC, Elisa worked for State Farm VP Management Corp. in Hilliard, OH, J.P. Morgan Securities LLC in Sidney, OH, and Chase Investment Services Corp. in Sidney, OH. Elisa is a Registered Representative and Investment Advisor Representative and holds Series 6 and SIE licenses. Elisa specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Elisa is committed to helping clients 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.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (PERRYSBURG OH)
OH
01/17/2013 - 09/05/2019
STATE FARM VP MANAGEMENT CORP. (HILLIARD OH)
OH
10/01/2012 - 12/14/2012
J.P. MORGAN SECURITIES LLC (SIDNEY OH)
OH
11/25/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SIDNEY OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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