Unclaimed
Elyse Harper is a registered representative with Fidelity Brokerage Services LLC. Elyse has over 13 years of experience in the financial services industry. Elyse holds a Series 7, Series 24, and Series 63 licenses, and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Elyse is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
TX
06/01/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
08/17/2020 - 05/13/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/01/2008 - 08/04/2020
TD AMERITRADE, INC. (Southlake TX)
TX
04/15/2013 - 05/18/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
BC
Issued 07/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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