Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elinor? Claim Your ProfileElinor Wessels is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Elinor has over 15 years of experience in the securities industry. Elinor has been registered with the state of New York since 2022. Elinor previously worked at Deutsche Bank Securities Inc. and Leumi Investment Services Inc. in New York. Elinor is also a co-owner of a rental property in Rockaway Park, NY. Elinor holds the Series 7, 7TO, 9, 10, 63, and 66 securities licenses, and has passed the SIE Exam. Elinor specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
12/07/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
04/19/2007 - 05/29/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/11/2004 - 12/20/2006
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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