Unclaimed
Eleanor Weinstock is an Investment Advisor Representative with Sanctuary Advisors, LLC and Sanctuary Securities, LLC and a Financial Advisor with SLK Private Wealth Management, LLC. Eleanor has been in the financial services industry since 1991. She is registered with the state of California, Texas, and 18 other states as an Investment Advisor Representative and a Registered Representative. Eleanor has a strong background in portfolio management and financial planning. Her goal is to help individuals and families achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/30/2024 - Present
Sanctuary Advisors, LLC (LOS ANGELES CA)
CA
04/21/2017 - 06/05/2024
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
06/01/2009 - 04/24/2017
MORGAN STANLEY (BEVERLY HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
09/09/1991 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
IA
Issued 01/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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