Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Feldman is a financial advisor with Raymond James Financial Services Advisors, Inc. Elise has been in the industry since 1998 and has experience in providing financial advice to individuals, businesses, and institutions. Elise is registered to offer investment advice in a number of states, including Florida, New Jersey, and California. Elise has earned the Series 6, 7, 63, and 66 licenses. Elise is also a registered investment advisor representative and is authorized to provide investment advice to clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
11/17/2017 - Present
Raymond James Financial Services Advisors, Inc. (Morristown NJ)
NJ
04/19/2005 - 11/13/2017
SII INVESTMENTS, INC. (SPRINGFIELD NJ)
AZ
11/18/1998 - 04/27/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
07/27/1998 - 11/17/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 01/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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