Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Verna-caspare is a registered investment advisor with The Pinnacle Financial Group. Elisa has been in the industry since June 1999. She specializes in providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Elisa is also registered to provide investment advisory services in California, Florida, and New York. In addition to her work with The Pinnacle Financial Group, Elisa is also affiliated with J.P. MORGAN SECURITIES LLC, LPL FINANCIAL LLC, and IFMG SECURITIES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Financial planning
1
2
NY
09/03/2021 - Present
THE Pinnacle Financial Group (HUNTINGTON NY)
NY
05/22/2013 - 06/22/2017
J.P. MORGAN SECURITIES LLC (SYOSSET NY)
NY
05/27/2008 - 05/16/2013
LPL FINANCIAL LLC (FRANKLIN SQUARE NY)
NY
03/29/2001 - 05/27/2008
IFMG SECURITIES, INC. (ROCKY POINT NY)
MA
06/01/1999 - 04/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/01/1999 - 04/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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