Unclaimed
Elias Paul Weber is a financial advisor registered with UBS Financial Services Inc. Elias has been a financial advisor for over 10 years and currently holds licenses in Minnesota. Elias has a Series 7TO and Series 66 license and is licensed to sell securities and investment advisory services in 31 states. Elias has experience working with individuals, corporations, and charitable organizations. Elias is dedicated to providing high-quality financial advice and services to help clients achieve their financial goals. Elias's current office is located in Phoenix, AZ.
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.
See schedule d - miscellaneous
1
2
AZ
01/10/2022 - Present
UBS Financial Services Inc. (PHOENIX AZ)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elias Weber is the right advisor for you? Invested Better is here to help.