Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Baron is a financial advisor with Fidelity Personal And Workplace Advisors. Elise has been in the financial industry since 2005. Elise holds a Series 66, Series 7, and SIE license. Elise is registered in California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Louisiana, Maryland, Massachusetts, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. Elise is also a Registered Representative with FINRA. Elise is a specialist in providing financial advice for individuals, businesses, and retirement plans. Elise's clients include individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Elise provides a variety of services including financial planning, portfolio management, and educational seminars.
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.
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.
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2
CA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
08/19/2011 - 02/04/2015
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
NY
03/17/2006 - 08/01/2011
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
09/22/2005 - 02/07/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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