Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elmer? Claim Your ProfileElmer Robert Branch is a financial advisor with Prime Capital Financial in Overland Park, KS. Elmer has over 25 years of experience in the financial services industry. Elmer is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Elmer also holds the Series 7, Series 63, and Series 65 licenses. Elmer is committed to helping clients reach their financial goals. Elmer has experience working with individual investors, retirement plans, and businesses.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
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2
FL
03/07/2022 - Present
Prime Capital Financial (Daytona Beach FL)
FL
10/31/2003 - 02/07/2022
AMERITAS INVESTMENT COMPANY, LLC (Daytona Beach FL)
MD
08/22/1996 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 03/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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