Unclaimed
Elena Callaway is a financial advisor who has been active in the industry since 2014. Elena currently works for Lord Abbett Distributor LLC and has been with the company since August 2019. Prior to her current role, Elena worked at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and DFA SECURITIES LLC. Elena is licensed to sell securities in New Jersey and New York. She is also licensed to sell securities at the federal level, having passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE) and the Uniform Securities Agent State Law Examination (Series 63).
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.
1
2
NJ
08/09/2019 - Present
Lord Abbett Distributor LLC (JERSEY CITY NJ)
NY
05/10/2019 - 07/23/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/03/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
11/13/2012 - 09/21/2015
DFA SECURITIES LLC (SANTA MONICA CA)
BC
Issued 08/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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