Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias D. Poe is a financial advisor with over 39 years of experience in the industry. Elias is currently registered with Harbor Investment Advisory, LLC and previously worked at Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Legg Mason Masten Inc. Elias offers a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. He holds the Series 65, Series 63, Series 7, Series 1, and SIE licenses.
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.
1
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
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
07/25/1980 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
09/04/1973 - 09/11/1975
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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