Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elissa? Claim Your ProfileElissa Patricia Schwartz is an investment advisor representative with Belpointe Asset Management LLC. Elissa has been in the industry since 2014 and has a Series 6, 7, and 63 licenses as well as the SIE exam. Elissa has experience at MML Investors Services, LLC, and NYLIFE Securities LLC. Elissa specializes in financial planning, pension consulting, and educational seminars. Elissa is registered in Massachusetts and has a current active registration in both the Investment Advisor and Broker-Dealer categories.
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.
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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NV
02/07/2023 - Present
Belpointe Asset Management LLC (RENO NV)
RI
11/26/2018 - 01/31/2020
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
11/05/2014 - 12/10/2018
NYLIFE SECURITIES LLC (JOHNSTON RI)
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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