Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Ray is an investment advisor representative associated with Farther. Eleanor has been in the industry since June 2006, and is licensed to operate in Texas. Eleanor has experience working with individuals, high net worth individuals, and pension and profit-sharing plans. She is a dedicated professional who works with clients to develop personalized financial plans and provide investment advice.
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.
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
10/02/2023 - Present
Farther (SAN FRANCISCO CA)
TX
06/19/2007 - 10/01/2007
FORESIDE FUND SERVICES, LLC (FORT WORTH TX)
TX
06/05/2006 - 06/01/2007
CUNA BROKERAGE SERVICES, INC. (FORT WORTH TX)
BOTH
Issued 10/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eleanor Ray is the right advisor for you? Invested Better is here to help.
