Unclaimed
Elena Chambous is a financial advisor with over 30 years of experience in the financial services industry. She has been with LPL Financial LLC since 2003. Her previous employers include American General Securities Incorporated, Park Avenue Securities LLC, Corinthian Partners, L.L.C., Guardian Investor Services Corporation, and Summit Equities, Inc. She holds Series 6, 7, 63 and SIE licenses. Elena is also a Certified Financial Planner. Elena has a wide range of experience, including working with individuals, corporations, and high-net-worth clients. She provides a variety of financial services, including financial planning, investment management, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
09/12/2003 - Present
LPL Financial LLC (MORRISTOWN NJ)
AZ
09/11/2002 - 08/18/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
01/11/2002 - 08/29/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/13/1999 - 01/10/2000
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
NY
05/03/1999 - 06/25/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/13/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
03/01/1991 - 01/30/1992
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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