Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellie? Claim Your ProfileEllie Ann Calloway is a financial professional with experience in the financial services industry. Ellie has been registered with FINRA since January 7, 2022. Ellie is currently registered with RBC Capital Markets, LLC. Ellie has a Series 63, Series 6TO and SIE. Ellie was previously registered with PURSHE KAPLAN STERLING INVESTMENTS in Dallas, TX. Ellie is located in Midland, TX and offers services for high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Ellie specializes in retirement planning, insurance, mutual funds, annuities, and stocks.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
TX
01/07/2022 - Present
RBC Capital Markets, LLC (MIDLAND TX)
TX
07/19/2021 - 11/19/2021
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
BC
Issued 06/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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