Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Malekan is a Registered Representative with Legacy Wealth Management, LLC. Elana is a seasoned professional with a wealth of experience in the financial services industry. Elana has been serving clients in California since 2008 and brings a strong commitment to providing personalized financial guidance. With a focus on providing comprehensive financial planning services, Elana works closely with individuals, families, and small businesses. Elana's experience spans a range of financial services, including portfolio management, investment advisory, and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
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CA
10/28/2024 - Present
Legacy Wealth Management, LLC (Calabasas CA)
Active
Inactive
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