Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elan? Claim Your ProfileElan Danon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Elan has been in the securities industry since October 21, 2009. Elan has a broad range of experience, having previously worked at J.P. MORGAN SECURITIES LLC, TELSEY ADVISORY GROUP LLC, G-2 TRADING,LLC, FIRST NEW YORK SECURITIES L.L.C., KEVIN DANN & PARTNERS, LLC, WHITAKER SECURITIES LLC, LADENBURG, THALMANN & CO., INC., STARR SECURITIES, INC., and LASALLE ST SECURITIES, L.L.C. Elan has the following licenses and certifications: Series 7, Series 9, Series 24, Series 55, Series 63, Series 66 and SIE. Elan is registered to provide investment advice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Dakota, Tennessee, Texas, and Virginia. Elan has been approved by FINRA and registered in Florida and Texas.
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
FL
05/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
FL
12/09/2020 - 04/29/2022
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
NY
01/21/2011 - 05/01/2013
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
NY
12/03/2008 - 01/04/2010
G-2 TRADING,LLC (NEW YORK NY)
NY
07/30/2007 - 11/13/2008
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
09/26/2005 - 11/27/2006
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
11/15/2004 - 08/31/2005
KEVIN DANN & PARTNERS, LLC (NEW YORK NY)
NY
01/29/2003 - 12/01/2004
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
02/20/2001 - 01/02/2003
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
09/26/2000 - 02/12/2001
STARR SECURITIES, INC. (NEW YORK NY)
IL
02/04/2000 - 07/19/2000
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
BOTH
Issued 12/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/03/2000
Series 7 - General Securities Representative 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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