Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyssa? Claim Your ProfileElyssa Polster is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Elyssa has been in the securities industry since June 2002. Elyssa is licensed to provide securities and investment advisory services in 26 states and the District of Columbia. Elyssa also provides investment advice in Texas. Elyssa is a general securities principal and holds licenses to provide securities and investment advisory services. Elyssa is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York and Connecticut and is a resident of Texas. Elyssa's experience includes working with high-net-worth individuals, corporations, and institutions. Elyssa provides a variety of investment services, including portfolio management, financial planning, and research. Elyssa is committed to providing her clients with personalized service and tailored investment solutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
06/30/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MN
05/23/2002 - 06/04/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/2002 - 06/04/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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