Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Hager, a Certified Financial Planner, is a registered representative with Osaic Wealth, Inc. with over three years of experience in the industry. Elaine is a dedicated professional who brings expertise in various areas including Financial Planning, Pension Consulting, and Educational Seminars to her clients. Elaine is registered with the State of New York, North Carolina and Texas. Elaine has been involved in the securities industry since 2017 and has held positions with JPMorgan Chase Bank NA, JPMorgan Securities LLC and Securities America, Inc. Her background includes a strong understanding of financial markets and experience in providing comprehensive financial advice to individuals and families. Elaine is committed to building lasting relationships with her clients, understanding their unique needs and providing personalized financial guidance.
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.
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.
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2
NC
06/20/2024 - Present
Osaic Wealth, Inc. (Apex NC)
NC
06/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Apex NC)
NY
08/04/2020 - 05/11/2023
J.P. MORGAN SECURITIES LLC (New York NY)
IA
Issued 7/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/4/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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