Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Elliott has been a financial advisor for over 20 years, holding registrations in North Carolina, Texas and Virginia. David is a Certified Financial Planner and is currently registered with Clearstead Advisory Solutions and Clearstead; Hartland & Co., Llc. David has worked with a variety of clients including individuals, corporations, pension and profit sharing plans, and charitable organizations. David's specializations include portfolio management for individuals and businesses, investment research and due diligence, and trust administration.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement or flat fee
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2
OH
04/21/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
NC
10/01/1999 - 03/30/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
08/31/1999 - 10/05/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
05/31/1994 - 06/27/1995
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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