Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Nee is a financial professional with over 20 years of experience in the industry. Elaine is currently registered with LPL Financial LLC and has been with the firm since 2012. Elaine has also previously worked with Citizens Securities, Inc. and CCO Investment Services Corp. Elaine holds the Series 7, 24, 51, and 63 licenses. Elaine is registered to provide investment advice in 51 states. Elaine is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
08/19/2015 - Present
LPL Financial LLC (BOSTON MA)
MA
10/25/2014 - 06/19/2015
CITIZENS SECURITIES, INC. (NORWOOD MA)
MA
05/25/2012 - 09/30/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
12/16/2005 - 05/08/2012
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
NY
06/30/2004 - 09/21/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
TX
09/05/2000 - 06/30/2004
FLEET SECURITIES, INC. (DALLAS TX)
CA
04/07/2000 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
TX
03/24/2000 - 04/10/2000
FLEET SECURITIES, INC. (DALLAS TX)
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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