Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Dimiceli is a Registered Investment Advisor who has been in the financial services industry since March 12, 1981. Elena is currently affiliated with Hightower Advisors, LLC and has held the position of Managing Director for over six years. Elena's previous affiliations include RDM Investment Services, LLC, Raymond James Financial Services, Inc., Bear, Stearns & Co. Inc., County Natwest Securities Corporation USA, and Morgan Stanley & Co., Incorporated. Elena specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Elena holds the Series 5, Series 7, Series 63, and Series 65 licenses and the SIE exam.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
10/14/2016 - Present
Hightower Advisors, LLC (West Port CT)
CT
02/15/2001 - 08/07/2017
RDM INVESTMENT SERVICES, LLC (WESTPORT CT)
FL
10/17/1995 - 02/23/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
06/17/1991 - 10/12/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/07/1987 - 01/04/1991
COUNTY NATWEST SECURITIES CORPORATION USA (NEW YORK NY)
NA
08/19/1980 - 11/28/1986
MORGAN STANLEY & CO., INCORPORATED
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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