Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias James Houpis is a financial advisor with Lord Abbett Distributor LLC. Elias has been in the financial industry since January 23, 2009 and has a broad range of experience in the industry. Elias has passed both the Series 66 and the Series 7 exams. Elias is licensed to sell securities in New Jersey. Elias has worked for several financial institutions throughout their career including Guggenheim Funds Distributors, LLC, KKR Capital Markets LLC, J.P. Morgan Institutional Investments Inc., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.
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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NJ
06/06/2024 - Present
Lord Abbett Distributor LLC (JERSEY CITY NJ)
IL
08/14/2023 - 05/20/2024
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
CA
05/13/2022 - 07/14/2023
KKR CAPITAL MARKETS LLC (SAN FRANCISCO CA)
CA
08/12/2011 - 04/17/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)
CA
01/03/2011 - 07/27/2011
WELLS FARGO ADVISORS, LLC (LAFAYETTE CA)
CA
10/30/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAFAYETTE CA)
BOTH
Issued 11/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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