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Elliott Arthur Peigen

Infinity Financial Services Advisory

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About Elliott Arthur Peigen

Elliott Arthur Peigen is an investment advisor representative associated with Infinity Financial Services Advisory. Elliott has been in the securities industry since 1990 and has held several positions with various firms. Elliott is registered with FINRA and has licenses in Alabama, Florida, Georgia and Tennessee. Elliott specializes in working with high-net-worth individuals, corporations and other businesses. The firm provides a range of services including financial planning, pension consulting, educational seminars and portfolio management for individuals.

Firm Information

Elliott Peigen is currently registered with Infinity Financial Services Advisory. Infinity Financial Services Advisory is an investment advisory firm based in Oakland, CA. The firm has over 30 years of experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. Infinity Financial Services Advisory manages over $145 million in assets and has a strong track record of success. The firm is committed to providing its clients with personalized attention and customized investment solutions.
Infinity Financial Services Advisory

212 9TH STREET

OAKLAND, CA 94607

$145.05M

Assets Under Management

13

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elliott Peigen’s Registration & Firm History

TN

04/29/2020 - Present

Infinity Financial Services Advisory (Ooltewah TN)

TN

02/26/2015 - 07/23/2016

INVESTORS CAPITAL CORP. (OOLTEWAH TN)

GA

06/17/2005 - 12/03/2014

NEXT FINANCIAL GROUP, INC. (FORT OGLETHORPE GA)

IN

03/19/2004 - 06/17/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

TN

07/11/2002 - 03/10/2004

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

MO

12/16/1994 - 08/07/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

07/05/1990 - 12/13/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IN

04/25/1990 - 07/05/1990

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

GA

01/08/1990 - 03/21/1990

PLANNED INVESTMENTS INC. (ATLANTA GA)

NA

12/20/1989 - 12/20/1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

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Licenses & Designations

BOTH

Issued 08/01/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/19/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Elliott Arthur Peigen. Review regulatory record here.
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