Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elijah? Claim Your ProfileElijah Justesen Smith is a financial advisor registered with Fidelity Personal And Workplace Advisors. Elijah has been in the industry since 2019, holding various positions with companies like CETERA ADVISOR NETWORKS, Fidelity Brokerage Services, and FOX SMITH WEALTH MANAGEMENT. Elijah is licensed in Utah and Texas. Elijah's registrations are held with FINRA. Elijah specializes in offering financial advice to individuals, corporations, and retirement plans. Elijah provides financial planning, portfolio management, and educational seminars.
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.
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2
UT
07/10/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
10/23/2020 - 01/24/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CO
11/19/2019 - 09/18/2020
CETERA ADVISOR NETWORKS LLC (WESTMINSTER CO)
BOTH
Issued 03/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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