Invested Better
Unclaimed

Unclaimed

Unclaimed

Elena Marie Relic-lytle

Calamos Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elena? Claim Your Profile

About Elena Marie Relic-lytle

Elena Relic-lytle is a financial advisor with Calamos Financial Services LLC based in Naperville, Illinois. Elena has been in the industry since May 25, 2016. Elena is registered with the state of Illinois. Elena has passed the Series 7, Series 63 and SIE exams. Previous employers include American Century Investment Services Inc. and Morgan Stanley.

Firm Information

Elena Relic-lytle is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elena Relic-lytle’s Registration & Firm History

IL

04/14/2022 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

MO

01/22/2019 - 04/08/2022

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

12/15/2014 - 05/03/2017

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

07/25/2014 - 11/06/2014

MORGAN STANLEY (KANSAS CITY MO)

Not sure if Elena Marie Relic-lytle is right for you?

Licenses & Designations

BC

Issued 12/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elena Marie Relic-lytle.
Not sure if Elena Marie Relic-lytle is right for you?