Unclaimed
Elise Hatsue Harada is a financial professional with Ameriprise Financial Services, LLC. Elise is licensed to provide financial advice and services in California and several other states. Elise has been active in the industry since 2005 and holds a Series 7, Series 66, and SIE licenses. She is also registered with FINRA and the state of California. Elise works with a wide range of clients, including individuals, families, businesses, and institutions. Elise offers a variety of financial services, including financial planning, asset allocation, portfolio management, and retirement planning. Elise is committed to helping her clients achieve their financial goals and is dedicated to providing them with personalized service.
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.
Asset allocation services
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
06/03/2005 - Present
Ameriprise Financial Services, LLC (Torrance CA)
MN
05/20/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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