Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Stacy Knight is a financial advisor with over 30 years of experience in the financial services industry. Elana is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked for firms like Legg Mason Wood Walker, Incorporated, Schroder & Co. Inc., Rodman & Renshaw Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elana holds a Series 7, Series 63 and SIE license and is registered in 17 states. Elana specializes in various areas including investment management, financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
IL
12/01/2005 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
MD
05/18/2000 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/06/1998 - 05/11/2000
SCHRODER & CO. INC. (NEW YORK NY)
IL
04/24/1996 - 02/17/1998
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
07/21/1987 - 05/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
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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