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Elliot F. Palabe is a financial advisor with LPL Financial LLC. Elliot is registered in Florida and Illinois. Elliot has been in the financial services industry since March 7, 2021. Elliot is a Registered Representative and an Investment Advisor Representative, and holds Series 63, 65 and 6TO licenses as well as the SIE exam. Elliot specializes in consulting, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. The firm's main office is in Fort Mill, South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/08/2021 - Present
LPL Financial LLC (WELLINGTON FL)
BC
Issued 03/15/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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