Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Anne Wilson is a financial advisor with Empower Advisory Group, LLC. Ellen has been in the financial industry since 1997. Ellen is registered with the state of New York and holds Series 7, Series 63, and Series 66 licenses. Ellen has previous experience with Prudential Investment Management Services LLC, VALIC Financial Advisors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, Salomon Smith Barney Inc., A. G. Edwards & Sons, Inc., and The Dreyfus Service Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
08/23/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
07/09/2010 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
12/07/2007 - 07/02/2010
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
12/05/2005 - 12/13/2007
METLIFE SECURITIES INC. (JERICHO NY)
NY
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JERICHO NY)
NJ
03/20/2000 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
10/20/1998 - 03/08/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
10/03/1997 - 10/19/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/23/1997 - 10/14/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 08/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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