Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eldon? Claim Your ProfileEldon Clarke Williams is a financial advisor who has been in the industry since March 2019. Eldon is a registered representative with Janney Montgomery Scott LLC and is licensed in Georgia and Texas. Eldon has experience working with Northwestern Mutual Investment Services, LLC and SECURITIES AMERICA, INC. Eldon holds Series 63, 7, and 6 licenses, and has earned the Chartered Financial Consultant designation. Eldon has experience working with individuals, corporations, high-net-worth clients, charitable organizations, and pension and profit-sharing plans.
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.
Fee plus commission
1
2
GA
12/24/2024 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
AL
09/19/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
GA
03/30/2019 - 10/10/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BC
Issued 04/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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