Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisea? Claim Your ProfileElisea Tantuan Frishberg is an investment advisor representative with Compass Financial Management LLC. Elisea is registered with the state of Florida and holds the Series 63 and 65 licenses, as well as the Series 6. Elisea has been in the financial industry since 1995 and has a history of working with high-net-worth individuals, corporations and pension plans. The advisor offers portfolio management and financial planning services to clients in both Florida and Texas. Elisea also provides independent insurance agent services and is a co-manager of a rental property company.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
02/14/2024 - Present
Compass Financial Management LLC (HIALEAH FL)
IN
12/09/1997 - 01/20/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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