Unclaimed
Elise Klarfeld Ornstein is a financial advisor in Charlotte, NC, with over 20 years of experience in the industry. Elise currently works with Metlife Investors Distribution Co. and has previously held positions at Metlife Securities, Inc., Metropolitan Life Insurance Company, MML Investors Services, Inc., Bear, Stearns & Co. Inc., Oppenheimer & Co. Inc., and CIBC World Markets Corp. Elise is registered to conduct business in New Jersey.
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.
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.
1
2
NC
06/30/2016 - Present
Metlife Investors Distribution Co. (CHARLOTTE NC)
NJ
11/23/2015 - 06/30/2016
METLIFE SECURITIES, INC (ISLIN NJ)
NJ
11/03/2006 - 12/14/2012
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
11/03/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SOMERSET NJ)
MA
09/11/2006 - 10/09/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/16/2003 - 02/09/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/03/2003 - 09/16/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
04/15/1996 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 10/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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