Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Katz is a registered investment advisor representative. She is currently registered with Lord, Abbett & Co. LLC in New Jersey. Elena has been in the industry since December 5, 2011 and has held prior roles at Nuveen Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/21/2022 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
IL
11/19/2013 - 10/17/2022
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
09/20/2011 - 11/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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