Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Milianta is a financial advisor at Raymond James & Associates, Inc. Elana has been in the financial services industry since 1999. Elana is registered with the state of Connecticut and New York. Elana holds the Series 63, Series 65, Series 7 and SIE licenses. Elana specializes in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting. Elana also offers educational seminars and selection of other advisors. Elana's prior experience includes positions with Wells Fargo Clearing Services, LLC, Morgan Stanley DW Inc., Linsco/Private Ledger Corp. and Paine Webber Incorporated.
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.
Please see note in schedule d - miscellaneous
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
CT
06/14/2021 - Present
Raymond James & Associates, Inc. (Greenwich CT)
CT
02/12/2003 - 02/13/2019
WELLS FARGO CLEARING SERVICES, LLC (GREENWICH CT)
NY
01/24/2000 - 02/05/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
SC
03/10/1999 - 01/09/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
02/08/1999 - 03/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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