Elyse Wels
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Elyse Wels Email & Phone Number

Financial Advisor at Oppenheimer & Co. Inc.
Location: New York City Metropolitan Area, United States 5 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Oppenheimer & Co. Inc.
Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Company size
2663 employees

Who is Elyse Wels? Overview

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Elyse Wels is listed as Financial Advisor at Oppenheimer & Co. Inc., a with 2663 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Elyse Wels.

Elyse Wels previously worked as Financial Advisor at Morgan Stanley and Associate at Jp Morgan Securities. Elyse Wels holds Bachelor Of Science (Bs), Economics/ Minor In Business from Florida State University.

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Oppenheimer & Co. Inc.

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Profile bio

About Elyse Wels

My passion as a financial advisor with Oppenheimer stems from my desire to positively impact clients' lives for the better by helping reduce the stress of financial management. This allows clients to have comfort, clarity and focus on what really matters to them and lead the life they have always dreamed of. I focus on communication, trust, and understanding as the key driving principles clients enjoy as I seek to deliver a high level of service and personalized financial plans. I approach every interaction and decision with my client's best interest in mind, listening to what they have to say, educating them on their options, considering the larger picture and aiming for their financial security and prosperity. Along the way, I will strive to leverage my experience to continually adjust the planning process to an ever-evolving market dynamic and life's circumstances. Transparency and simplifying the complex while providing education around multiple investment disciplines is a benefit you will receive by working with me. My goal is to be always learning and bringing fresh ideas to the table to help clients reach their goals and pass on legacy to their heirs. I welcome the opportunity to speak further and see if working together makes sense.I am licensed in the following States: All States. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.NMLS#: 1282654CA Insurance #: 4006340

Current workplace

Elyse Wels's current company

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Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
Financial Advisor
new york, new york, united states
Website
opco.com
Employees
2663
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5 roles

Elyse Wels work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Morgan Stanley

1300 Franklin Avenue, Garden City, Ny 11530

I help high net worth clients make decisions about their money. I emphasize the importance of going through the financial planning process in order to achieve their goals. As a financial advisor, I provide focused determination in helping individuals accomplish what is most important.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 1282654CA Insurance #: 4006340AR Insurance#: 17242587

Jul 2013 - May 2024

Associate

Jp Morgan Securities

277 Park Avenue

My main responsibility was in a sales role. I had been successful in introducing and managing a friends and family assignment in 2010. I worked closely with the executives of the company. I assisted them with restricted stock sales and options exercises. I was responsible for developing new relationships. In addition, I did research on equity and fixed income ideas. I spoke with existing clients and was able to recommend investment ideas that fit their parameters.

Oct 2008 - Jul 2013

Vice President

Bear Stearns & Co. Inc.

383 Madison Avenue

My primary responsibility was working in a sales capacity. I was also a finder on introducing a company that went public in 2000. I brought in new clients. I also did research on new investment ideas.

Apr 1998 - Oct 2008

Associate

Hambrecht & Quist Llc

230 Park Avenue

I gained valuable experience about the industry. I worked closely with clients and built great relationships.

Apr 1996 - Apr 1998
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

Other employees you can reach at opco.com. View company contacts for 2663 employees →

GA George Armenia George Armenia Colleague at Oppenheimer & Co. Inc.Staten Island, New York, United States View → FD Ford Danielsen Ford Danielsen Colleague at Oppenheimer & Co. Inc.Raleigh, North Carolina, United States View → KO Kristen Owen, Cfa Kristen Owen, Cfa Colleague at Oppenheimer & Co. Inc.New York, United States View → AE Angel Escobar Angel Escobar Colleague at Oppenheimer & Co. Inc.New York City Metropolitan Area, United States View → GD Gina De Bellas Gina De Bellas Colleague at Oppenheimer & Co. Inc.Staten Island, New York, United States View → DW David Wiese David Wiese Colleague at Oppenheimer & Co. Inc.St Peters, Missouri, United States View → FL Fernando Losada Fernando Losada Colleague at Oppenheimer & Co. Inc.New York, United States View → GB Grant Baker Grant Baker Colleague at Oppenheimer & Co. Inc.New York, United States View → SC Stephanie Cruz Stephanie Cruz Colleague at Oppenheimer & Co. Inc.New York City Metropolitan Area, United States View → RB Rowan Bastard Rowan Bastard Colleague at Oppenheimer & Co. Inc.Trinity, Jersey View →
2 education records

Elyse Wels education

Education record

Ithaca College

Activities and Societies: I was a member of the Varsity Tennis Team.

FAQ

Frequently asked questions about Elyse Wels

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What company does Elyse Wels work for?

Elyse Wels works for Oppenheimer & Co. Inc..

What is Elyse Wels's role at Oppenheimer & Co. Inc.?

Elyse Wels is listed as Financial Advisor at Oppenheimer & Co. Inc..

Where is Elyse Wels based?

Elyse Wels is based in New York City Metropolitan Area, United States while working with Oppenheimer & Co. Inc..

What companies has Elyse Wels worked for?

Elyse Wels has worked for Oppenheimer & Co. Inc., Morgan Stanley, Jp Morgan Securities, Bear Stearns & Co. Inc., and Hambrecht & Quist Llc.

Who are Elyse Wels's colleagues at Oppenheimer & Co. Inc.?

Elyse Wels's colleagues at Oppenheimer & Co. Inc. include George Armenia, Ford Danielsen, Kristen Owen, Cfa, Angel Escobar, and Gina De Bellas.

How can I contact Elyse Wels?

You can use AeroLeads to view verified contact signals for Elyse Wels at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.

What schools did Elyse Wels attend?

Elyse Wels holds Bachelor Of Science (Bs), Economics/ Minor In Business from Florida State University.

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