Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Potash is a financial advisor with over 30 years of experience in the industry. Elaine is currently registered with Private Advisor Group, LLC in Greenwich, CT and Morristown, NJ. Elaine has a strong background in providing financial planning services, portfolio management for individuals and small businesses, and selecting other advisors including private fund managers. Elaine is compensated for her advisory services by a percentage of assets under management, hourly charges and fixed fees. Elaine is also a Certified Financial Planner and Chartered Financial Consultant.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
CT
07/23/2012 - Present
Private Advisor Group, LLC (GREENWICH CT)
CT
11/02/2006 - 07/23/2012
FOUNDERS FINANCIAL SECURITIES LLC (GREENWICH CT)
CT
09/03/2003 - 11/09/2006
INTERSECURITIES, INC. (GREENWICH CT)
NY
03/13/1998 - 07/02/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/13/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
02/05/1996 - 11/13/1996
RESRV PARTNERS, INC. (NEW YORK NY)
MN
05/23/1990 - 01/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1990 - 01/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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