Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bruce Elovitz is a registered representative with Raymond James & Associates, Inc. and has been in the industry since March 16, 2000. Alan is licensed to provide securities advice in Alabama, Arizona, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Michigan, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Prior to working with Raymond James & Associates, Inc., Alan was with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Alan has passed the Series 63, Series 7 and SIE exams. Alan provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/24/2014 - Present
Raymond James & Associates, Inc. (Centerville OH)
OH
01/01/2008 - 01/28/2014
WELLS FARGO ADVISORS, LLC (CENTERVILLE OH)
OH
03/17/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTON OH)
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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