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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 Chaikin is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Elias has been in the industry since May 28, 2013 and has offices in Ormond Beach, Florida. Elias is registered with the following regulators: Florida, Texas and other states. Elias is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
12/06/2018 - Present
Cambridge Investment Research Advisors, Inc. (Ormond Beach FL)
FL
11/29/2017 - 04/25/2018
LPL FINANCIAL LLC (PORT ORANGE FL)
FL
06/03/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)
CA
05/28/2013 - 06/01/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
BOTH
Issued 09/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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