Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Crandell is a financial advisor with Avantax Advisory Services, with over 15 years of experience in the industry. Ellen is registered with the state of Texas as a registered investment advisor representative. She also holds the Series 7 and Series 66 licenses. She is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting to individuals and businesses. Ellen has a proven track record of success in helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/20/2012 - Present
Avantax Advisory Services (LANCASTER TX)
TX
01/03/2011 - 10/05/2011
WELLS FARGO ADVISORS, LLC (DESOTO TX)
TX
04/28/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DESOTO TX)
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ellen Crandell is the right advisor for you? Invested Better is here to help.
