Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elio? Claim Your ProfileElio Eduardo King has been in the financial services industry for over 40 years. Elio is a Registered Representative and Investment Advisor Representative with Bolton Securities Corp. He is a highly experienced financial professional and has held previous positions at Southwest Securities, Inc., Citigroup Global Markets Inc., Smith Barney Inc., Prudential Securities Incorporated, and Shearson Lehman Hutton Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/22/2010 - Present
Bolton Securities Corp. (BOLTON MA)
TX
04/07/2005 - 01/14/2010
SOUTHWEST SECURITIES, INC. (AUSTIN TX)
NY
07/22/1994 - 03/31/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
06/22/1994 - 07/07/1994
SMITH BARNEY INC.
NY
01/18/1988 - 06/22/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/24/1981 - 03/07/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 10/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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