Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliot? Claim Your ProfileEliot Michael Bassin is a financial advisor in Avon, Connecticut, and has been in the industry since May 13, 2014. Eliot is registered with Cambridge Investment Research Advisors, Inc. and is also registered as an Investment Advisor Representative in Connecticut. Prior to joining Cambridge Investment Research Advisors, Inc., Eliot worked at LPL FINANCIAL LLC. Eliot has earned his Series 7 and Series 66 licenses, along with the SIE exam. Eliot also holds the designation of Certified Public Accountant. Eliot is a member of the Connecticut Society of Certified Public Accountants, the Estate and Business Planning Council of Hartford and the Golf Club of Avon. Eliot provides financial planning services to individuals, businesses, and charitable organizations. Eliot's firm manages over $87 billion in assets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
07/06/2017 - Present
Cambridge Investment Research Advisors, Inc. (Avon CT)
CT
05/06/2014 - 06/27/2017
LPL FINANCIAL LLC (STAMFORD CT)
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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