Elayne H. Pisarik
FIRSTRUST
Daytona Beach, FL 32114
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CRD#: 2472480
Professional summary
Elayne Hayes Pisarik, CFP®, who also goes by Barbara Elyne Hayes, is a registered financial advisor currently at FIRSTRUST located in Daytona Beach, Florida.
Elayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Elayne has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.
Biography
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The thing that sets me apart from the "pack" is my core belief that an advisor should be paid for service, not for sales. Together with the other experts at my firm, we believe that our clients enjoy the peace of mind knowing they will never have to second-guess the nature of our loyalties or advice. We sell no products, accept no commissions, push no inventory, or endorse a particular company or broker. Only as true independent consultants are we free to shop around the world for a broader selection of the most competitive financial vehicles at the lowest possible cost for our clients. Everyone's financial objectives are unique, and an expert in that field best handles each area of financial management. That is, no "financial planner" is an expert in everything. FirsTrust is equipped with veteran specialists in each of the critical financial disciplines - investments, taxes, retirement plans, trusts and estates. These specialsits meet high standards of education and experience. Each client has a team of professionals put together with his unique objectives in mind. Face-to-face meetings are, at a minimum, completed every quarter. Ultimately, our goal is to save the client more money than we are paid in fees. Take a moment to call us and learn why Bloomberg Magazine has named FirsTrust one of the country's "Top Wealth Managers".
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Long-term Care
Tax Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Barbara Elyne Hayes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elayne Hayes Pisarik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
July 10, 2001 - Present
FIRSTRUST
Office #1: 113 Executive Circle, Daytona Beach, FL 32114RIA
CRD#: 111800
Daytona Beach, FL
Past
May 16, 2001 - May 1, 2002
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
February 5, 1996 - May 18, 2001
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
April 22, 1994 - February 2, 1996
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 22, 1994 - February 2, 1996
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FIRSTRUST
FIRSTRUST | FIRSTRUST LLC
CRD#: 111800 / SEC#: 801-56812
RIA
Registered Investment Advisory firm - (8/30/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/10/2001)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FIRSTRUST
FIRSTRUST | FIRSTRUST LLC
CRD#: 111800 / SEC#: 801-56812
RIA
Registered Investment Advisory firm - (8/30/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
113 Executive Cir., Daytona Beach, FL 32114
Mailing Address
Phone number
(386) 788-3737
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 202,700,000 |
Red Flags
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Company Information
FIRSTRUST
CRD#: 111800Daytona Beach, FL 32114TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
