Unclaimed
Elle Amanda Brooks is a financial advisor with over 30 years of experience in the financial services industry. Elle is currently registered with Voya Financial Advisors, Inc. Elle is a Registered Representative and an Investment Advisor Representative. Elle has offices in Eugene, Oregon and Portland, Oregon. Elle has a broad range of experience and specializes in financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Elle also holds the Series 6, 7, 63 and 65 licenses as well as the SIE license. In addition to her work at Voya, Elle also works as an Independent Insurance Agent. Elle holds a notary license and has been active in the community. Elle has been a notary since 2013.
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.
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.
1
2
OR
05/04/2023 - Present
Voya Financial Advisors, Inc. (EUGENE OR)
OR
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (EUGENE OR)
CT
08/13/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 12/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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