Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliot? Claim Your ProfileEliot Dylan Marr is a financial advisor with over 15 years of experience in the industry. Eliot is currently registered with Bison Wealth, LLC. Prior to joining Bison Wealth, LLC, Eliot was employed with IFP Securities, LLC, LPL Financial LLC, Oppenheimer & Co. Inc., Ameriprise Financial Services, Inc., Wachovia Securities, LLC, and MetLife Securities Inc. Eliot offers a wide range of financial services, including financial planning, pension consulting, and educational seminars. Eliot holds the Series 6, Series 7, and Series 66 licenses.
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.
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
FL
02/03/2023 - Present
Bison Wealth, LLC (Tampa FL)
FL
05/23/2019 - 04/03/2023
IFP SECURITIES, LLC (TAMPA FL)
FL
02/16/2010 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
02/06/2009 - 02/17/2010
OPPENHEIMER & CO. INC. (TAMPA FL)
FL
11/06/2008 - 02/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
09/16/2008 - 10/23/2008
WACHOVIA SECURITIES, LLC (TAMPA FL)
FL
06/17/2008 - 07/16/2008
METLIFE SECURITIES INC. (TAMPA FL)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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