Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elridge? Claim Your ProfileElridge Nicholas Bollich is a financial professional with over 30 years of experience in the industry. He has held various positions at prominent firms such as UBS Financial Services Inc., Smith Barney Inc., and Southwest Securities, Inc. Elridge currently works as a Registered Representative for Symphony Financial, Ltd. Co. Elridge has a comprehensive understanding of investment strategies and financial planning. Elridge is also a registered Investment Advisor Representative, specializing in providing financial advice to individuals, families, and businesses. Elridge's expertise and experience make him a valuable resource for clients seeking personalized financial guidance and solutions.
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.
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.
Multi family office services
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.
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2
TX
03/18/2022 - Present
Symphony Financial, Ltd. Co. (HOUSTON TX)
TX
07/10/2015 - 03/24/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
04/28/2009 - 08/06/2015
SOUTHWEST SECURITIES, INC. (HOUSTON TX)
TX
06/05/1997 - 05/13/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
NY
10/26/1988 - 06/19/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
02/14/1972 - 03/04/1988
ROTAN MOSLE INC.
NA
12/28/1970 - 03/16/1972
CLARK, DODGE & CO., INCORPORATED
NA
08/29/1966 - 01/16/1971
ROTAN MOSLE INC.
BC
Issued 08/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/25/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/13/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1985
Series 5 - Interest Rate Options Examination
BC
Issued 08/22/1977
PC - AMEX Put and Call Exam
BC
Issued 08/26/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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