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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliot? Claim Your ProfileEliot Weissberg is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Eliot has been in the industry since December 16, 1980. Eliot is licensed in several states, including Connecticut, Rhode Island, and Texas. Eliot has a strong background in providing financial planning services to individuals, businesses, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (AVON CT)
CT
01/11/1990 - 06/24/1999
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
CT
07/16/1986 - 01/10/1990
COBURN & MEREDITH, INC. (SIMSBURY CT)
NA
01/09/1984 - 07/22/1986
TOWNSLEY ASSOCIATES AND COMPANY, INC.
NA
07/21/1982 - 12/16/1983
MHA FINANCIAL CORP
NA
11/19/1980 - 07/26/1982
P & I EQUITIES CORPORATION
IA
Issued 7/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/6/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/5/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 8/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 9/16/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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