Unclaimed
Elyse De corah is a financial advisor with Cetera Investment Advisers LLC. Elyse is registered to provide investment advice in Iowa and is also registered with the Financial Industry Regulatory Authority (FINRA). Elyse has been in the financial services industry since 2020 and has passed the Series 66, Series 7TO, and SIE exams. Elyse has experience in providing financial advice to individuals, families, and businesses. Elyse also has experience in providing financial planning, portfolio management, and pension consulting services. In addition to Cetera Investment Advisers LLC, Elyse has also worked with Securian Financial Services, Inc. Elyse is committed to helping her clients achieve their financial goals.
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.
1
2
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
07/09/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Cedar Rapids IA)
BOTH
Issued 06/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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