Elissa Louise Beimal

Employer firm

Usa Financial Securities LLC CRD 103857

$297M regulatory AUM 374 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Usa Financial Securities
  Ada, MI
• 03/2015 → Present
  Council Tree Financial
  Neenah, WI

Previous Registrations

• 2012-07-30 → 2015-01-02
  Usa Financial Securities Llc
  Ada, MI
  Neenah, WI
• 2009-03-16 → 2012-01-10
  Equitable Advisors, Llc
  Columbia, SC
• 2008-10-30 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC

Other Businesses

1) Facebook/Online Clothing Sales - 74 14th St. Clintonville, WI 54929. Started 02/18/2015. Sell my kids clothes and random household items. Not Investment Related. 1 hour per month devoted to business. 1 hour per month devoted during securities trading hours. 2) Elissa Beimal - Freelance Pianist - 74 14th St. Clintonville, WI 54929. Started 01/01/2020. Freelance pianist for funerals. I do not charge for these services but usually receive a check as part of the services. Not Investment Related. 1 hour per month devoted to business. 1 hour per month devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-27

Other Names

• Elissa L Forseth
• Elissa L Forseth
• Elissa L Beimal