Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Phillips is a financial advisor at Northwestern Mutual Investment Services, LLC. Elana is registered with the state of New York and has been in the industry since September 2015. Elana has Series 6, 7, and 63 licenses. Elana is located in the Pittsford, NY office and has a branch office located at 1162 Pittsford Victor Rd, Ste 200, Pittsford, NY 14534.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
09/08/2015 - Present
Northwestern Mutual Investment Services, LLC (Pittsford NY)
BC
Issued 09/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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