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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nerisa? Claim Your ProfileNerisa Elias is a financial advisor registered with Morgan Stanley. Nerisa Elias is also a registered investment advisor in the state of Pennsylvania. Nerisa Elias has been in the securities industry for 3 years. Nerisa Elias has passed the Series 63, Series 66, and Series 7 exams and is registered in 48 states. Nerisa Elias has experience with both JP Morgan Securities LLC and Morgan Stanley. Nerisa Elias's current registrations are with Morgan Stanley, which is located at 100 Front Street Suite 600 West Conshohocken, PA 19428.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
PA
06/02/2023 - Present
Morgan Stanley (West Conshohocken PA)
DE
08/21/2020 - 01/03/2023
J.P. MORGAN SECURITIES LLC (Newark DE)
BOTH
Issued 05/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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