Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Gelman is an investment advisor representative with Jefferies Investment Advisers LLC. Eli is registered with the state of Florida. Eli has been in the industry since 1997. Prior to joining Jefferies, Eli worked at Morgan Stanley and Lehman Brothers. Eli specializes in providing portfolio management services to individuals, businesses, and pension and profit-sharing plans. Eli also provides financial planning and selection of other advisors services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
FL
05/31/2023 - Present
Jefferies Investment Advisers LLC (Miami FL)
FL
06/01/2009 - 08/07/2015
MORGAN STANLEY (MIAMI FL)
FL
10/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
02/28/2006 - 10/01/2007
DOMINICK & DOMINICK LLC (MIAMI FL)
NY
09/22/1997 - 01/06/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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