Unclaimed
Ellen Fitzgerald is a registered representative of Steward Partners Investment Advisory, LLC, a firm that provides financial consulting, financial planning, pension consulting, and portfolio management services. Ellen has been in the industry since January 2015. Ellen has a Series 63 and Series 65 license.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
02/18/2025 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
Active
Inactive
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