Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elihu? Claim Your ProfileElihu Woolfson is a financial advisor who has been in the industry since 1992. Elihu is currently registered with Planmember Securities Corp. and has previously worked with Lincoln Investment Planning, INC., ING Financial Partners, INC., Locust Street Securities, INC., United Securities Alliance, INC., and H.D. Vest Investment Securities, INC. Elihu is a Certified Financial Planner (CFP) and holds Series 6, 7, 26, 63 and 65 licenses. Elihu provides investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Provides investment supervisory services
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
08/09/2006 - Present
Planmember Securities Corp. (BRANDON FL)
FL
09/27/2005 - 08/10/2006
LINCOLN INVESTMENT PLANNING, INC. (BRANDON FL)
CA
01/20/2005 - 09/26/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
01/01/2004 - 01/07/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
06/15/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
08/19/1997 - 06/15/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
TX
10/27/1992 - 08/25/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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