Unclaimed
Elaine Moss is a financial advisor who has been working in the financial services industry for over 30 years. Elaine is currently registered with Vestor Capital, LLC in Illinois and Texas and previously worked for several other firms including Vestor Capital Securities, LLC, Tucker Anthony Incorporated, Paine Webber Incorporated, Bear, Stearns & Co. Inc., and Rialcor/Shatkin Securities Corp. Elaine's expertise includes financial planning, portfolio management, and insurance solutions.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
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2
IL
09/11/2024 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
10/06/1995 - 05/29/2020
VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)
MA
02/19/1993 - 10/04/1995
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
03/09/1992 - 03/08/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/29/1987 - 02/19/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
04/25/1986 - 07/22/1987
RIALCOR/SHATKIN SECURITIES CORP.
IA
Issued 01/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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