Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid H. Eliasen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial services industry since 2003. David has a Series 66 and a Series 7 license and is registered in all 50 states plus the District of Columbia and Puerto Rico. David has experience working at Kepler Capital Markets, Inc. and Bear, Stearns & Co. Inc. in addition to Merrill Lynch. David specializes in providing investment advice to individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. David can assist with portfolio management, financial planning, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
02/13/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
NY
01/01/2008 - 11/26/2013
KEPLER CAPITAL MARKETS, INC. (NEW YORK NY)
NY
07/04/2003 - 09/19/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Eliasen is the right advisor for you? Invested Better is here to help.
