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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 Weissmark is a financial advisor with Raymond James & Associates, Inc. located in Oakland Park, FL. Elliot has been in the industry since June 3, 1998. Elliot has a Series 7, Series 63, and Series 65 license. Elliot specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Elliot has worked at Raymond James & Associates, Inc. since November 2015. Previously, Elliot worked at WELLS FARGO ADVISORS, LLC in Fort Lauderdale, FL, and CITIGROUP GLOBAL MARKETS INC. in New York, NY. Elliot is also involved in various real estate ventures.
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.
Please see note in schedule d - miscellaneous
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
01/04/2016 - Present
Raymond James & Associates, Inc. (Oakland Park FL)
FL
06/24/2005 - 11/12/2015
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
NY
06/04/1998 - 07/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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