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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Stewart Honig is a financial advisor registered with Morgan Stanley and is licensed in 29 states. Elliot has been in the financial services industry since 1994. Elliot previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Allmerica Investments, Inc., and First Data Distributors, Inc. Elliot has passed several industry exams, including the Series 6, 7, 31, 63 and 65. Elliot holds designations in several areas. Elliot is available to provide investment advice to a variety of clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
09/28/2023 - Present
Morgan Stanley (Westborough MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WORCESTER MA)
MA
07/26/1999 - 04/02/2007
MORGAN STANLEY DW INC. (WORCESTER MA)
MA
05/27/1994 - 07/07/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
ME
03/27/1995 - 11/25/1997
FIRST DATA DISTRIBUTORS, INC. (PORTLAND ME)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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