Unclaimed
Elyse Rebekah Wholey is a registered representative with Cambridge Investment Research, Inc. Elyse has been in the securities industry since April 17, 2009. Elyse is licensed to sell securities in New Hampshire. Elyse has passed the Series 7, Series 63 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
NH
11/21/2017 - Present
Cambridge Investment Research, Inc. (Concord NH)
NH
04/17/2009 - 12/06/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elyse Wholey is the right advisor for you? Invested Better is here to help.