Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Marie Terry is a registered investment advisor with Blackrock Financial Management, Inc. She is licensed to provide investment advice in New Jersey and New York. Elise has over 20 years of experience in the financial services industry, including previous roles at Neuberger Berman Management Inc. She is a Series 6, 7, 24, 63, and 65 licensed representative. Elise's specializations include Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/03/2022 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
NY
11/17/1999 - 01/05/2001
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
IA
Issued 02/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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