Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Jean Pery is a financial advisor at RBC Capital Markets, LLC. Elias has been in the financial services industry since 1980 and has held various positions at firms such as Janney Montgomery Scott LLC, Pennsylvania Merchant Group Ltd., Advest, Inc., Prudential Securities Incorporated, Moseley Securities Corporation, IDS Life Insurance Company, IDS Marketing Corporation, and Investors Diversified Services, Inc. Elias is licensed in 19 states and has passed the Series 1, Series 7, Series 63, and Series 66 exams. Elias is a specialist in providing financial advice to individuals, corporations, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
PA
02/05/2015 - Present
RBC Capital Markets, LLC (CHADDS FORD PA)
PA
05/31/1994 - 03/18/2008
JANNEY MONTGOMERY SCOTT LLC (BERWYN PA)
NY
07/01/1992 - 05/31/1994
PENNSYLVANIA MERCHANT GROUP LTD. (NEW YORK NY)
CT
02/01/1991 - 07/10/1992
ADVEST, INC. (HARTFORD CT)
NY
01/19/1988 - 04/22/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/23/1983 - 01/27/1988
MOSELEY SECURITIES CORPORATION
NA
03/13/1980 - 09/20/1983
IDS LIFE INSURANCE COMPANY
NA
03/13/1980 - 09/20/1983
IDS MARKETING CORPORATION
NA
03/13/1980 - 09/20/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1980
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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