Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli S. Perlmutter is a registered representative with J. Wood Capital Advisors LLC. Eli S. Perlmutter has been in the securities industry since June 30, 2022. Eli S. Perlmutter is registered in California. Eli S. Perlmutter holds the following licenses: Series 63, Series 79TO, and SIE.
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.
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.
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CA
07/01/2022 - Present
J. Wood Capital Advisors LLC (Santa Rosa CA)
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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