Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Padron is a financial advisor who has been in the industry since 2008. Elias is currently registered with Eagle Strategies LLC, which is based in White Plains, NY. Prior to joining Eagle Strategies LLC, Elias held positions with Prudential Investment Management Services LLC, Neuberger Berman LLC, CCO Investment Services Corp., Morgan Stanley Smith Barney, Chase Investment Services Corp., and CitiCorp Investment Services. Elias holds several industry licenses, including Series 6, 7, 63, and 66. Elias specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
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2
NY
03/10/2022 - Present
Eagle Strategies LLC (White Plains NY)
NJ
10/09/2013 - 05/31/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
03/07/2012 - 10/02/2013
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
01/14/2011 - 03/02/2012
CCO INVESTMENT SERVICES CORP. (WHITE PLAINS NY)
NY
07/05/2010 - 01/12/2011
MORGAN STANLEY SMITH BARNEY (PEARL RIVER NY)
IL
12/16/2004 - 02/22/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
09/18/2001 - 04/15/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 7/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2010
Series 7 - General Securities Representative Examination
BC
Issued 9/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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