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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Poe is a financial advisor currently registered with Harbor Investment Advisory, LLC. Elias has 19 years of experience in the financial services industry. Elias is a registered investment advisor in Maryland. Elias is also a registered representative and investment advisor representative in 25 states. Elias has a Series 66 and Series 7 securities license and has passed the SIE exam. Prior to joining Harbor Investment Advisory, LLC Elias worked at Morgan Stanley and Citigroup Global Markets Inc. Elias's specializations include retirement planning, college savings, and estate planning. Elias is committed to providing personalized financial advice to help clients reach their financial goals.
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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2
MD
09/29/2017 - Present
Harbor Investment Advisory, LLC (LUTHERVILLE MD)
MD
06/01/2009 - 10/02/2017
MORGAN STANLEY (LUTHERVILLE MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
02/29/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
02/10/2000 - 02/25/2000
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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