Invested Better
Unclaimed

Unclaimed

Unclaimed

Eliot Ross Zalevsky

DFA Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eliot? Claim Your Profile

About Eliot Ross Zalevsky

Eliot Ross Zalevsky is a financial professional registered with DFA Securities LLC in Charlotte, NC. Eliot is licensed to provide investment advice and trade securities in North Carolina. Eliot has passed the Series 7TO, Series 63, and SIE exams and has been a registered representative since February of 2021.

Firm Information

Eliot Zalevsky is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eliot Zalevsky’s Registration & Firm History

NC

02/26/2021 - Present

DFA Securities LLC (CHARLOTTE NC)

Not sure if Eliot Ross Zalevsky is right for you?

Licenses & Designations

BC

Issued 04/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eliot Ross Zalevsky.
Not sure if Eliot Ross Zalevsky is right for you?