Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Peerson is a registered investment advisor representative with Capital Client Group, Inc. located in Los Angeles, California. Elena has been in the financial services industry for over 6 years. Elena has a Series 63, Series 65 and Series 7 licenses. Elena has previously worked at LPL FINANCIAL LLC and MML DISTRIBUTORS, LLC. Elena specializes in helping individuals with their financial planning needs.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/18/2022 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
VA
09/21/2018 - 05/17/2022
LPL FINANCIAL LLC (MCLEAN VA)
MA
08/03/2017 - 09/05/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
IA
Issued 01/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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