Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliot? Claim Your ProfileEliot Rosenberg is a financial professional with over 40 years of experience in the securities industry. Eliot is a registered representative of Calton & Associates, Inc., a firm that provides investment advisory services to individuals, families, and businesses. Eliot holds the Series 6, 7, 22, 24, and 63 securities licenses. Eliot is also a Chartered Financial Consultant. Eliot specializes in providing financial planning, portfolio management, and insurance services. Eliot is committed to providing his clients with personalized financial advice and solutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
06/08/2004 - Present
Calton & Associates, Inc. (TALLAHASSEE FL)
NA
11/18/1982 - 02/08/1990
HOME LIFE INSURANCE COMPANY
CT
11/18/1982 - 02/08/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 01/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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