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Elyse Catherine Loeser

Raymond James & Associates, Inc.

Carmel, IN

Evansville, IN

CRD 7360973

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-10
IN RA APPROVED 2021-08-04
  • TX RA
    APPROVED
    Since 2023-01-10
  • IN RA
    APPROVED
    Since 2021-08-04

Branch Locations

Carmel, IN • United States

7501 Eagle Crest Blvd., Evansville, IN 47715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Evansville IN 04/2021 Present
Rqm+ Monroeville PA 05/2016 03/2021
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30
Other Names
  • Elyse Loeser
  • Elyse Fenneman

View on SEC IAPD

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