Unclaimed
Elias Tache is a financial advisor with Raymond James & Associates, Inc. in Fort Lauderdale, FL. Elias has been in the industry since 1988 and is registered with FINRA as a General Securities Representative and Investment Advisor Representative. Elias has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial advice and guidance. Elias is dedicated to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/24/2017 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
FL
06/01/2009 - 04/24/2017
MORGAN STANLEY (PLANTATION FL)
FL
10/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)
FL
03/22/2000 - 10/16/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AVENTURA FL)
NJ
09/18/1995 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
FL
03/23/1988 - 12/06/1996
FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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