Unclaimed
Elsie Louise Criswell is an Investment Advisor Representative at Global Retirement Partners LLC in Mercer Island, WA. Elsie has been a registered Investment Advisor Representative for over 5 years, passing the Uniform Investment Adviser Law Examination in 2012. Elsie has experience working with individuals, corporations, and institutions in the financial industry. Elsie's main focus areas are retirement planning, education seminars, and portfolio management. Elsie is currently licensed to provide investment advisory services in Washington.
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.
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.
1
2
WA
10/31/2018 - Present
Global Retirement Partners LLC (Mercer Island WA)
IA
Issued 04/23/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Elsie Criswell is the right advisor for you? Invested Better is here to help.