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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Benjamin Tate is a registered investment advisor representative with Oneascent Financial Services LLC. Eli has a background in education, working as a teacher in Maryville, TN and has been a cadet at the United States Military Academy. Eli holds a Series 65 license and is registered in New York. Eli's focus is on providing financial planning, portfolio management for businesses and individuals, consulting services, educational seminars and the selection of other advisors. Oneascent Financial Services LLC is based in Birmingham, AL and has an office in West Point, NY.
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
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.
A percentage of the total value of assets under management is charged.
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AL
09/10/2024 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
Active
Inactive
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