Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Anntoinette Jacobs is a registered representative with Truist Advisory Services, Inc. Elyse has been in the financial services industry since August 1996. Elyse is registered with the following securities authorities: Series 6, 7, 24, 63, and 66. Elyse is also registered in 53 states and the District of Columbia. Elyse previously worked at Crestar Securities Corporation in Richmond, Virginia, from August 1996 to May 2000. Elyse works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Elyse offers financial planning, portfolio management, and financial profiling services. Elyse is committed to providing her clients with the highest level of service and expertise.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
09/11/2016 - Present
Truist Advisory Services, Inc. (BALTIMORE MD)
VA
08/09/1996 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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