Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Burak is an investment advisor representative with over 20 years of experience in the financial services industry. Elliot currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Elliot has held previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC., Salomon Smith Barney Inc., AXA ADVISORS, LLC, and The Equitable Life Assurance Society of the United States. Elliot is registered in Florida and holds Series 6, Series 63, and SIE licenses. Elliot specializes in providing portfolio management services for individuals and businesses. Elliot is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NC
06/10/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
08/11/2000 - 03/26/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/22/1999 - 10/17/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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