Unclaimed
Elliott Joseph Silver is a financial advisor with Great Lakes Advisors, LLC. Elliott has been in the financial industry since 1987. He is registered with the state of Illinois and holds a Series 63, 65, 7, 9, 10, 14, 24, 4, 53 and SIE license. He has previously worked with OLDE DISCOUNT CORPORATION. Elliott's areas of expertise include financial planning, portfolio management, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fulcrum fee; asset-based fee contingent on performance
1
2
IL
11/16/2001 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
MI
03/25/1987 - 03/24/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/1998
Series 14 - Compliance Officer Examination
BC
Issued 07/09/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/13/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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