Unclaimed
Eliot Howell is a financial advisor with over 25 years of experience in the industry. Currently registered with LPL Financial LLC in Milton, Delaware, Eliot previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CITIGROUP GLOBAL MARKETS INC.. Eliot is a registered representative and investment advisor.
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.
Consulting and other non-discretionary advisory services
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.
1
2
DE
09/26/2018 - Present
LPL Financial LLC (MILTON DE)
DE
05/04/2007 - 10/01/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MILTON DE)
NJ
04/20/2001 - 05/11/2007
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
NY
03/23/1993 - 04/24/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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