About Elise Bernadette

She has been appreciated in many occasions as she’s the most decorated investment advisor in the USA with the most awards.

Elise's proficiency in the investment field is as a result of the so many years of continuing hard work, study and learnings which has amounted to her experience.

It is unadvisable to indulge in trading with an investment advisor who lacks several years of trading experience; Elise's years of experience is one of the major reasons why a majority of households under her watch chose her. She hails from Hartford, Connecticut, a mother of three.

Elise’s passion for trading has grown over the years considerably due to the smiles put on the faces of struggling families and households who by her expertise and knowledge have been given another reason to be happy and have a life worth living.

Work Experience

Broker

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL.


07/05/2007 - 04/24/2009 >>>

CRD#:7691

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Advisor

Oppenheimer & Co. Inc.

Chicago, IL


03/30/2005 - 07/09/2007

CRD#:249

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Broker

William Blair & Company L.L.C.

Chicago, IL


01/06/2005 - 03/30/2005

CRD#:1252

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Broker

R.W. Smith & Associates, Inc.

Jersey City, Nj


10/25/2000 - 12/01/2004

CRD#:16605

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Advisor

William Blair

The William Blair Building 150 North Riverside, Chicago, Il 60606


Registered With This Firm Since 6/18/2009

CRD#:1252

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Broker

William Blair & Company L.L.C.

The William Blair Building 150 North Riverside, Chicago, Il 60606


Registered With This Firm Since 2/17/2017

CRD# 149777

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My Services

Stock

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. Historically, they have outperformed most other investments.

Portfolio management

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk.

Cryptocurrency

It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand. Let’s make your crypto experience an easy one for you.

Reit-Fund

Trades on Market, passes Rental Income % to you as Dividend. REITs own Real Estate under Brokerage management.

Mutual Funds

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.