Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvia? Claim Your ProfileElvia MacRi is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Elvia is also a registered investment advisor in Connecticut, New York, and Texas. Elvia has been in the industry since March 2007 and has a wealth of experience in providing financial advice to clients. Elvia has worked for several prominent financial institutions, including Morgan Stanley, J.P. Morgan Securities LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc. Elvia holds a variety of licenses and certifications, including Series 7, Series 9, Series 10, Series 63, and Series 66. Elvia is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Elvia is a highly experienced and qualified financial advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/11/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
12/24/2020 - 06/11/2021
MORGAN STANLEY (NEW YORK NY)
NY
05/15/2013 - 04/06/2020
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
09/25/2012 - 04/22/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 10/12/2012
MORGAN STANLEY (NEW YORK NY)
NY
05/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 07/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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