Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Marie Long is an investment advisor representative who has been in the financial services industry for over 10 years. Elyse is registered with the state of North Carolina as a Registered Representative and Investment Advisor Representative. Elyse is also registered in Indiana, Michigan, and Ohio as a Registered Representative. Elyse has a Series 66, Series 7TO and SIE. Elyse is currently employed by Tiaa-Cref Individual & Institutional Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/19/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BOTH
Issued 07/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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