Elyse Jurman
- Role
- President at Diversified Financial Solutions, Inc
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Elyse Jurman
At our firm, we have the client—and only the client—in mind. Our mission is to get…
Experience
President
Diversified Financial Solutions, Inc
Feb 2013 — Present
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Diversified Financial Solutions Wealth Management comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that address your needs. Share your goals and dreams with us. As President of Diversified Financial Solutions, Inc. and as a Financial Advisor, I handle all aspect of the business, but most importantly, I assist individuals and business owners achieve their financial goals. At Diversified Financial Solutions Inc, we take pride in our comprehensive approach to financial planning. We strongly believe that sound financial planning requires an in-depth analysis of all factors and considerations that may arise in the quest to meet financial and personal goals. I can be contacted at e••••@dfswealthmanagement.com.**Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker / dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Licensed in states CA, FL, GA, IN, MA, MI, NC, NY, NJ, VA, and WA. Cetera Advisors and Diversified Financial Solutions, Inc. are not affiliated. Branch office located at 2080 NW Boca Raton Blvd, Suite 5, Boa Raton FL 33431.
Skills
- 401k
- Financial Advisory
- Series 65
- Series 24
- Crpc
- Strategy
- Equities
- Management
- Separately Managed Accounts
- Retirement
- Finra
- Fixed Income
- Estate Planning
- Fixed Annuities
- Investment Strategies
- Alternative Investments
- Financial Services
- Mutual Funds
- Wealth
- Finance
- Financial Markets
- Series 7
- Insurance
- Asset Management
- Asset Allocation
- Investments
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Series 6
- Retirement Planning
- Series 63
- Series 66
- Securities
- Investment Advisory
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