Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elwood? Claim Your ProfileElwood Brian Davis is an Investment Advisor Representative with Northeast Financial in Westport, CT. He is a Registered Representative with Series 1. Elwood has been in the financial services industry since July 1980. He previously worked with GREENWICH EQUITIES, INC. and MERCER ALLIED CORPORATION. Elwood has been with Northeast Financial Consultants, Inc. since October 1999. Elwood specializes in providing financial advice to individuals and businesses. Elwood can help with financial planning and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
CT
01/24/2007 - Present
Northeast Financial (WESTPORT CT)
NA
03/12/1984 - 12/12/1988
GREENWICH EQUITIES, INC.
NA
07/03/1980 - 02/16/1983
MERCER ALLIED CORPORATION
BC
Issued 06/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
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