Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliott? Claim Your ProfileElliott Harris is a financial advisor with over 30 years of experience in the industry. Elliott is currently registered with Lincoln Investment and Capital Analysts, and is licensed to offer financial advice in Connecticut, Florida, and Wisconsin. Elliott has extensive experience working with a diverse range of clients, including high-net-worth individuals, corporations, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/27/2005 - Present
Lincoln Investment (LUTZ FL)
CA
12/04/2002 - 09/28/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
NY
06/14/2002 - 12/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
MI
02/27/2002 - 06/06/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
06/01/1993 - 11/02/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
FL
07/17/1992 - 06/01/1993
TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)
IA
Issued 08/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elliott Harris is the right advisor for you? Invested Better is here to help.
