Unclaimed
Elias Rauch is a financial advisor with Gitterman Wealth Management, LLC based in Edison, NJ. Elias Rauch has been in the financial industry for over 20 years and holds Series 66, SIE, and Series 7 licenses. Elias Rauch is a registered Investment Advisor Representative in 4 states: California, Florida, New Jersey, and Pennsylvania. Elias Rauch provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Previously Elias Rauch was registered with Triad Advisors, Inc. in Norcross, GA and ING Financial Advisors, LLC in Woodbridge, NJ.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/14/2018 - Present
Gitterman Wealth Management, LLC (EDISON NJ)
NJ
05/05/2010 - 06/21/2017
TRIAD ADVISORS, INC. (Edison NJ)
NJ
05/05/2000 - 05/05/2010
ING FINANCIAL ADVISERS, LLC (WOODBRIDGE NJ)
CT
05/19/2000 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 09/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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