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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Delancer is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Elaine has been in the industry for over 10 years. She is registered in New York and Texas. Elaine holds Series 66, Series 7TO and SIE licenses. Her specializations include portfolio management for individuals, portfolio management for businesses, and pension consulting. She is also registered to provide investment advice to individuals and businesses. Elaine has experience working with a variety of clients, including individuals, businesses, and institutions. Her expertise lies in helping clients develop and implement financial plans to meet their individual needs.
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
NY
07/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRONX NY)
BOTH
Issued 05/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials 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
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