Unclaimed
Elanna Gould is a financial advisor with Cambridge Investment Research Advisors, Inc. Elanna has been in the industry for over 5 years and is registered to provide investment advice in multiple states. Elanna has a strong track record of success, and is committed to providing her clients with personalized financial guidance. Elanna specializes in financial planning, portfolio management, and investment management services.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (Beachwood OH)
BOTH
Issued 07/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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