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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Hahner is a financial advisor with over 25 years of experience in the financial services industry. Elyse began her career at W.S. Griffith & Co., Inc. in 1997. Elyse joined Morgan Stanley in 2010 and has been working there since. Elyse currently works at the Chicago branch of Morgan Stanley. Elyse holds Series 7, Series 63, Series 65 and Series 24 licenses. Elyse's areas of expertise include portfolio management, financial planning, asset allocation advice, and pension consulting. Elyse provides advisory services to individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/08/2020 - Present
Morgan Stanley (Chicago IL)
IL
04/13/2004 - 08/03/2010
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
07/16/2002 - 11/13/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
04/17/1998 - 07/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
03/04/1997 - 04/14/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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