Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Caitlin Lapides is a financial advisor at Avantax Investment Services, Inc. Elena has been a registered representative for three years and holds the Series 6, Series 63, and SIE licenses. Previously, Elena worked at CETERA INVESTMENT SERVICES LLC and FORESTERS FINANCIAL SERVICES, INC. Elena is registered with the state of Minnesota and can provide investment advice to clients in that state.
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.
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.
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2
MN
02/22/2021 - Present
Avantax Investment Services, Inc. (Plymouth MN)
MN
06/20/2019 - 02/10/2021
CETERA INVESTMENT SERVICES LLC (EDINA MN)
MN
06/23/2018 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (EDINA MN)
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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