Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Ladd is a financial advisor with over 18 years of experience in the industry. Ellen is a registered representative of Avantax Advisory Services. Ellen is a Series 6, Series 63 and SIE licensed advisor and offers financial planning, investment advisory, and insurance services to individuals, families, and small businesses. Ellen has a deep understanding of tax laws, and retirement planning and can help clients make informed decisions about their financial future. Ellen is committed to building long-term relationships with her clients based on trust, transparency, and integrity.
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
NY
08/20/2021 - Present
Avantax Advisory Services (FULTON NY)
NY
11/15/2004 - 07/26/2007
H.D. VEST INVESTMENT SERVICES (FULTON NY)
BC
Issued 01/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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