Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisha? Claim Your ProfileElisha Davis Porterfield is a financial advisor with Stifel, Nicolaus & Company, Inc. Elisha has been working in the financial industry since June 2005, providing financial planning and portfolio management services to individuals and businesses. Elisha is a Certified Financial Planner® professional and holds a Series 7, Series 24, Series 63, and Series 66 licenses. Elisha is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
05/04/2009 - 02/28/2017
CITY SECURITIES CORPORATION (CROWN POINT IN)
IN
06/14/2005 - 05/04/2009
SCOTTRADE, INC. (MERRILLVILLE IN)
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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