Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Silvia Voin is an investment advisor representative with LPL Financial LLC in Medford, OR. Elena has been in the financial services industry since 1996. Elena has been registered with LPL Financial LLC since April 2024 and previously was registered with NEXT FINANCIAL GROUP, INC., WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, U.S. BANCORP INVESTMENTS, INC., and U.S. BANCORP SECURITIES. Elena is a Registered Representative and holds Series 6, 7, 63, and 66 licenses. Elena is a Certified Financial Planner (CFP) and has a Bachelor of Arts degree in Business Administration from the University of Oregon. Elena is also a member of the National Association of Personal Financial Advisors (NAPFA).
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
OR
01/01/2025 - Present
LPL Financial LLC (Medford OR)
OR
10/08/2020 - 04/24/2024
NEXT FINANCIAL GROUP, INC. (MEDFORD OR)
OR
01/03/2011 - 05/05/2020
WELLS FARGO CLEARING SERVICES, LLC (MEDFORD OR)
OR
10/22/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MEDFORD OR)
MN
05/27/2004 - 08/23/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
10/28/2003 - 05/06/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/03/1997 - 10/29/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
03/12/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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