Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Sari Wels is a financial advisor with Oppenheimer & Co. Inc., based in Jericho, NY. Elyse has been in the financial services industry since April 1996 and has a wide range of experience working with clients across various sectors, including high-net-worth individuals, corporations, and retirement plans. Elyse holds the Series 7, Series 63, and Series 66 licenses.
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.
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.
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.
1
2
NY
05/20/2024 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
07/18/2013 - 05/29/2024
MORGAN STANLEY (Garden City NY)
NY
05/08/1998 - 08/06/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/25/1998 - 05/04/2009
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
CA
04/27/1996 - 04/03/1998
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
02/20/1996 - 04/16/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 10/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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