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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elishah? Claim Your ProfileElishah Winchester McDaniel is a financial advisor with Wells Fargo Clearing Services, LLC. Elishah has been in the financial services industry for over a decade. Elishah is licensed to provide investment advice in Nevada and Oregon and holds a variety of industry certifications. Elishah's previous experience includes working with CUSO Financial Services, LP and J.P. Morgan Securities LLC. Elishah specializes in helping individuals, families, and businesses reach 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.
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.
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2
OR
11/27/2019 - Present
Wells Fargo Clearing Services, LLC (CORVALLIS OR)
NV
03/04/2015 - 01/08/2016
CUSO FINANCIAL SERVICES, L.P. (Las Vegsa NV)
NV
10/01/2012 - 02/25/2015
J.P. MORGAN SECURITIES LLC (HENDERSON NV)
NV
02/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
BOTH
Issued 01/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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