Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Pereira is a financial advisor with National Financial Services LLC, a firm with offices in Smithfield, Rhode Island. Elyse has been a registered representative in the securities industry since July 2022 and has passed both the Series 7TO and SIE exams.
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
RI
08/28/2024 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
07/29/2022 - 03/10/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Elyse Pereira is the right advisor for you? Invested Better is here to help.
