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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 Foley is an investment advisor representative with World Investment Advisors, LLC. Elissa has been in the financial industry since December 2018 and has a Series 7TO, Series 66, and SIE license. Elissa has experience working at Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elissa specializes in working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Elissa is also a non-variable insurance producer and has a strong focus on providing financial planning and investment management 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/03/2024 - Present
World Investment Advisors, LLC (WESTBOROUGH MA)
MA
09/05/2019 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
LA
11/30/2018 - 08/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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