Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Moallem is a financial advisor with over 20 years of experience in the industry. Eli is currently registered with Newedge Advisors in New Orleans, Louisiana. Eli provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Eli has held previous roles at Newedge Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., CIBC World Markets Corp., PaineWebber Incorporated, and D.H. Blair & Co., Inc. Eli is a Series 63, 65, 7 and 31 licensed advisor with the SIE designation.
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.
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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NJ
06/21/2021 - Present
Newedge Advisors (Montvale NJ)
NJ
06/18/2021 - 01/02/2024
NEWEDGE SECURITIES, INC. (MONTVALE NJ)
NJ
09/22/2011 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTVALE NJ)
NY
01/03/2003 - 10/04/2011
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/03/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
02/04/1998 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/10/1997 - 01/09/1998
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 02/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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