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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliott? Claim Your ProfileElliott Robert Grisham is an investment advisor representative registered with Fisher Investments. Elliott has been in the industry since 2012, and has held previous positions with Bancwest Investment Services, Inc., SoFi Securities LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elliott has passed the Series 66, Series 7 and SIE exams. Elliott is currently registered in Texas and Washington. Elliott's firm specializes in providing financial planning and portfolio management services to individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
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.
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TX
10/17/2019 - Present
Fisher Investments (PLANO TX)
CA
04/17/2017 - 10/11/2019
BANCWEST INVESTMENT SERVICES, INC. (CALISTOGA CA)
CA
02/17/2016 - 03/16/2017
SOFI SECURITIES LLC (SAN FRANCISCO CA)
CA
12/10/2013 - 09/18/2014
CITIGROUP GLOBAL MARKETS INC. (GREENBRAE CA)
CA
06/22/2012 - 12/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
BOTH
Issued 08/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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