Unclaimed
Elesparantae Powe is an investment advisor representative with Charles Schwab & CO., Inc. Elesparantae has been in the securities industry since 2009. Elesparantae has passed the Series 66, 7, 9, 10, and 24 exams. Elesparantae is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Georgia. Elesparantae is also registered as an investment advisor representative in 40 other states. Elesparantae has worked for several other firms in the past, including TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and LPL Financial LLC. Elesparantae is a member of the Atlantic Pearle LLC which owns a rental property.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MD
02/27/2023 - Present
Charles Schwab & CO., Inc. (Towson MD)
NE
11/16/2023 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
SC
12/02/2020 - 07/12/2022
FIDELITY BROKERAGE SERVICES LLC (MOUNT PLEASANT SC)
SC
06/13/2018 - 11/24/2020
TD AMERITRADE, INC. (GREENVILLE SC)
NC
12/07/2015 - 06/01/2018
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
06/11/2015 - 10/07/2015
LPL FINANCIAL LLC (MATTHEWS NC)
NC
03/01/2011 - 02/13/2014
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
05/05/2009 - 09/29/2010
EDWARD JONES (CHARLOTTE NC)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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