Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elinos? Claim Your ProfileElinos Alton Whitlock is a financial advisor who has been in the industry since 1993. Elinos has a Series 6, 7, 63, and 65 license. Elinos is currently registered with Avantax Advisory Services. Previously, Elinos was registered with 1st Global Capital Corp., Financial Network Investment Corporation, and PFS Investments Inc. Elinos is a director of financial services for Wisdom Wealth Care and Cheryl David, LLC. Elinos is a consultant for the State of North Carolina, and a co-owner of several rental properties. Elinos is also a registered representative for various insurance carriers, including Lincoln Financial, Protective, Aviva, and Jackson National.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NC
02/06/2024 - Present
Avantax Advisory Services (GREENSBORO NC)
NC
08/27/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (GREENSBORO NC)
CA
07/10/1996 - 10/01/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
09/10/1993 - 06/07/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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