Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Burr is a registered representative with Morgan Stanley. Eli has been in the securities industry since August 2005. Eli's firm is located in SOUTH JORDAN, UT. Eli has a Series 63 and Series 65 license. Eli has been registered with the Securities and Exchange Commission (SEC) since 2011.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
01/10/2022 - Present
Morgan Stanley (SOUTH JORDAN UT)
MO
01/03/2011 - 12/15/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
UT
03/07/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
06/22/2004 - 02/18/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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