Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Shaer is a financial advisor at Captrust, a leading provider of investment management, financial planning, and retirement plan services. Ellen has been in the financial services industry since 1995 and has a deep understanding of the needs of individuals, families, and businesses. She is a Chartered Financial Analyst (CFA) and holds the Series 7 and Series 63 licenses. Ellen is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. She is passionate about helping her clients understand their financial options and make informed decisions about their money.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
08/23/2023 - Present
Captrust (Greenwich CT)
NA
08/09/1995 - 05/05/1998
MEADOWCROFT SECURITIES INC.
NY
04/03/1992 - 01/08/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
09/18/1991 - 12/31/1991
BARING BROTHERS & CO., INC.
NY
12/22/1987 - 09/26/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 02/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ellen Shaer is the right advisor for you? Invested Better is here to help.
