Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Kallen is a financial advisor with over 30 years of experience in the industry. He holds both Series 65 and Series 63 licenses and is registered as an Investment Advisor Representative in both California and Louisiana. Elliot is the President of Prosperity Financial Group, Inc. and provides a range of financial services, including retirement planning, benefits administration, and asset management. He also manages Prosperity Wealth Management, Inc., an investment advisory business. Elliot specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
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CA
04/04/2023 - Present
Prosperity Financial Group, Inc. (SAN RAMON CA)
CA
06/02/2010 - 08/01/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
CA
04/14/2000 - 06/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN RAMON CA)
IN
10/25/1993 - 05/12/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/1993 - 05/12/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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