Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvira? Claim Your ProfileElvira Marie Dellisola is a financial professional with over 38 years of experience in the industry. Currently, Elvira is registered with Private Client Services, LLC as a Broker and an Investment Advisor Representative. Elvira has a strong background with previous roles at Oppenheimer & Co. Inc., CIBC World Markets Corp., and Alex. Brown & Sons Incorporated. Elvira holds the Series 63, SIE, and Series 7 licenses. Elvira's areas of specialization include Fixed Income, Mutual Funds, Retirement Planning, and Alternative Investments.
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.
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.
1
2
NJ
05/17/2019 - Present
Private Client Services, LLC (MORRISTOWN NJ)
NY
01/03/2003 - 05/24/2019
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/07/1995 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
08/11/1987 - 10/02/1995
ALEX. BROWN & SONS INCORPORATED
NA
06/22/1983 - 09/23/1987
OPPENHEIMER & CO., INC.
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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