Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elbert? Claim Your ProfileElbert Burson is a financial advisor with over 30 years of experience in the financial industry. Elbert is currently registered with Wells Fargo Clearing Services, LLC and is also a registered investment advisor. Elbert has worked in various roles at several firms, including First Union Brokerage Services, Inc., Liberty Securities Corporation, PAMCO Securities and Insurance Services, and Merrill Lynch, Pierce, Fenner & Smith 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.
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.
Investment consulting services to institutional clients
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
DC
05/05/2021 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
NC
08/10/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/01/1991 - 08/17/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/08/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NY
06/18/1985 - 03/22/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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