Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyssa? Claim Your ProfileElyssa Gelsino is a financial advisor with Truist Advisory Services, Inc. Elyssa has been in the financial services industry since 2005 and holds the Series 6, 7, 63 and 66 licenses as well as the SIE designation. Elyssa has experience with financial planning, portfolio management, and educational seminars. Her past experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc. Elyssa is registered with the state of Florida to provide investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
08/31/2016 - Present
Truist Advisory Services, Inc. (BOCA RATON FL)
FL
10/23/2009 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
02/15/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOCA RATON FL)
BOTH
Issued 05/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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