Elisa M. Ordona
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Elisa Marie Ordona, CFP®, who also goes by Elisa Schafer Ordona, Elisa Ordona, Elisa Schafer, was a registered financial professional .
Elisa is a previously registered financial professional and started their career in finance in 2013. Elisa had worked at 2 firms and has passed the Series 65 exam.
Services Offered
Specializations
Biography
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
June 7, 2019 - December 12, 2024
EVERIMAGINE FINANCIAL PLANNING
November 13, 2013 - May 31, 2019
VESTNOMICS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
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Current Firm
EVERIMAGINE FINANCIAL PLANNING
CRD#: 302111 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 945,722 |
Red Flags
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