Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elise? Claim Your ProfileElise Syberg is a financial advisor in ROCHESTER, NY, and has been in the industry since October 2016. Elise currently works for Wells Fargo Clearing Services, LLC and has been registered with them since May 2022. Elise is licensed to provide investment advice in multiple states, including New York and Texas. Previously, Elise worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in BUFFALO, NY from October 2016 to May 2022. Elise has experience providing investment advice to individuals, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/05/2022 - Present
Wells Fargo Clearing Services, LLC (ROCHESTER NY)
NY
10/06/2016 - 05/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
BOTH
Issued 01/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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