Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Jurman is a financial advisor registered with Cetera Investment Advisers LLC. Elyse has been in the industry since 1997. Elyse currently holds Series 6, 7, 24, 63, 65 and 66 licenses. Elyse has worked for several firms including Lincoln Financial Securities Corporation, Guggenheim Funds Distributors, LLC and OppenheimerFunds Distributor, Inc. Elyse offers financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/14/2024 - Present
Cetera Investment Advisers LLC (HIGHLAND BEACH FL)
FL
02/08/2013 - 11/06/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (BOCA RATON FL)
IL
05/06/2011 - 11/06/2012
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
NY
06/04/1998 - 04/06/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
07/16/1997 - 05/26/1998
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 04/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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