Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleni? Claim Your ProfileEleni Marie Passias is a financial advisor with over 20 years of experience in the industry. Eleni has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2022. Prior to joining Merrill Lynch, Eleni worked with CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., WELLS FARGO CLEARING SERVICES, LLC and others. Eleni is licensed to offer investment advice and services in several states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
02/16/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
08/09/2018 - 10/01/2022
CITI PRIVATE ADVISORY, LLC (Chicago IL)
IL
08/09/2018 - 10/01/2022
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
03/24/2011 - 07/25/2018
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
05/29/2007 - 02/23/2011
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
05/11/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NY
09/09/2002 - 03/09/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/04/1998 - 09/09/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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