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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 at Raymond James Financial Services Advisors, Inc. Eliot has been in the financial services industry since 1980. Eliot is registered with the state of Connecticut as an Investment Advisor Representative. Eliot is also registered with the state of Rhode Island as an Investment Advisor Representative. Eliot is a registered representative of Raymond James Financial Services Advisors, Inc. Eliot has a Series 63 and Series 65 license. Eliot has a Series 7, Series 22, Series 24, Series 31, and Series 51 license. Eliot has experience in providing financial advice to individuals, corporations, and institutions. Eliot has also worked as a non-variable insurance agent. Eliot is a business owner of The Advisors Center LLC. Eliot is also an officer of The Investors Center, 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.
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 07/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/05/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1982
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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