Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elissa? Claim Your ProfileElissa Knaebel is a financial advisor registered with Charles Schwab & Co., Inc. Elissa has over 8 years of experience in the financial services industry and is licensed to offer investment advisory services in California. Elissa previously worked at TD Ameritrade, Inc., Raymond James Financial Services, Inc., Edward Jones, and J.P. Morgan Securities LLC. Elissa holds Series 6, 7, 9, 10, 63, and 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/06/2022 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
CA
07/02/2021 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
HI
12/04/2019 - 10/07/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (KAILUA HI)
HI
02/21/2019 - 11/15/2019
EDWARD JONES (KAILUA HI)
HI
10/27/2018 - 01/29/2019
CETERA INVESTMENT SERVICES LLC (WAIPAHU HI)
CA
10/07/2015 - 10/25/2017
J.P. MORGAN SECURITIES LLC (CORONADO CA)
BOTH
Issued 05/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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