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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyssia? Claim Your ProfileElyssia Poland is a registered investment advisor representative with Osaic Institutions, Inc. Elyssia has been in the financial services industry since 1999 and has held several positions at various firms. She is registered to provide investment advice in Connecticut. Elyssia specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. She is also registered with the Securities and Exchange Commission (SEC) as an investment adviser representative. Elyssia is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
CT
03/23/2000 - Present
Osaic Institutions, Inc. (RIDGEFIELD CT)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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