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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elissa? Claim Your ProfileElissa Lovell is a financial advisor who has been working in the financial industry for over 15 years. Elissa holds multiple licenses and certifications, including the Series 6, 7, 63, and 65 exams, and is also a Certified Financial Planner. Elissa is currently registered with Ranch Capital Advisors Inc., and previously worked for firms such as Comprehensive Asset Management and Servicing, Inc. and Raymond James Financial Services, Inc. Elissa specializes in providing financial planning and portfolio management for individuals, and has experience working with high-net-worth individuals and individuals other than high-net-worth. Elissa is also knowledgeable in providing financial coaching services.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Financial coaching service
1
2
FL
11/05/2021 - Present
Ranch Capital Advisors Inc. (SARASOTA FL)
IL
10/06/2011 - 12/28/2015
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)
IL
08/30/2006 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
GA
06/15/2006 - 08/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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