Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Hoxha is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Elvis has been working in the financial services industry since May 2017 and is registered in 46 states and 2 territories. Elvis is a Series 66, Series 7 and SIE licensed advisor and has experience in a variety of financial services roles. Elvis has previously worked for other firms including AssetMark Brokerage, LLC, Morgan Stanley, Transamerica Financial Advisors, Inc and VOYA FINANCIAL ADVISORS, INC. The advisor's primary office location is in Chicago, IL and Elvis is also registered in Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
02/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
05/21/2019 - 11/11/2021
ASSETMARK BROKERAGE, LLC (Chicago IL)
IL
05/23/2018 - 03/06/2019
MORGAN STANLEY (CHICAGO IL)
IL
06/06/2017 - 05/24/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (OAKBROOK TERRACE IL)
IL
11/14/2014 - 03/11/2015
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
IL
09/08/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 08/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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