Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Gidaro is a financial advisor who has been active in the industry since 2017. Currently, Elise Gidaro is registered with Schwab Wealth Advisory, Inc. in Arizona. Previously, Elise Gidaro was registered with VANGUARD MARKETING CORPORATION in Arizona. Elise Gidaro holds the Series 63, Series 66 and Series 7 licenses, as well as the SIE exam. Elise Gidaro is a Certified Financial Planner. Elise Gidaro provides financial planning and portfolio management for businesses and individuals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
03/25/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
08/01/2017 - 03/07/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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