Unclaimed
Elias Ladon is a financial advisor with Colorado Financial Service Corp. in Centennial, CO. Elias has been in the industry since 2010 and has passed numerous industry exams including Series 63, 65, 62, SIE and 79TO. Elias is currently registered to provide investment advice in Ohio and Texas. Prior to joining Colorado Financial Service Corp., Elias worked at Reliance Worldwide Investments, LLC in Gurnee, IL. Elias is also the president of Enterprise Development Resources, Inc. in Beachwood, OH.
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.
Helps you choose top advisors aligned with your financial goals.
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
CO
11/04/2019 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
IL
01/13/2010 - 04/26/2019
RELIANCE WORLDWIDE INVESTMENTS, LLC (GURNEE IL)
IA
Issued 04/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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