Elisa M. Francis
Professional summary
Elisa Maria Francis, who also goes by Eilisa Maria Nelson, Elisa Maria Nelson, Elisa Maria Zachmann, is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut and FORESIDE FINANCIAL SERVICES, LLC located in Glastonbury, Connecticut.
Elisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Elisa has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elisa Maria Francis's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2018 - Present
SYMMETRY PARTNERS
Office #1: 151 National Drive, Glastonbury, CT 06033August 7, 2018 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 151 National Drive, Glastonbury, CT 06033May 12, 2006 - April 2, 2018
AST INVESTMENT SERVICES, INC.
May 10, 2006 - March 29, 2018
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
April 10, 2006 - May 1, 2006
PRINCIPAL SECURITIES, INC.
December 11, 2002 - May 1, 2006
PRINCIPAL SECURITIES, INC.
January 5, 2001 - October 22, 2003
PPI EMPLOYEE BENEFITS CORPORATION
December 7, 1999 - November 2, 2000
TOWER SQUARE SECURITIES, INC.
January 28, 1999 - November 11, 1999
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.
August 29, 1996 - March 25, 1998
METROPOLITAN LIFE INSURANCE COMPANY
August 29, 1996 - March 25, 1998
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
SYMMETRY PARTNERS
CRD#: 120982 / SEC#: 801-61342
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
SYMMETRY PARTNERS
CRD#: 120982 / SEC#: 801-61342
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,224 |
| AUM (Assets Under Management) | $ 5,718,728,103 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
