Elisa MitschelenCRD Number: 4484149
Current Firm: Royal Alliance Associates, Inc.
Elisa Mitschelen (CRD# 4484149) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Marietta, GA and has over 11 years of experience in the finance industry. Elisa Mitschelen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Royal Alliance Associates||Marietta, GA||Sep 2006 - Current||11|
|Berry Investment Group / Royal Alliance Associates||Marietta, GA||Oct 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops