Unclaimed
Elyott Benjamin Silverstein is an Investment Advisor Representative with Csenge Advisory Group, LLC located in Clearwater, Florida. Elyott has been working in the financial industry since 2013. Elyott has worked for Fidelity Brokerage Services LLC in both Durham, North Carolina and Tampa, Florida. Elyott is licensed in Florida as an Investment Advisor Representative. Elyott has a Series 66, 63, 7 and SIE license. Elyott has been awarded the Certified Financial Planner designation. Elyott is a member of the Financial Industry Regulatory Authority (FINRA). Elyott is an experienced financial advisor who provides asset allocation services, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Elyott is passionate about helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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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FL
01/11/2024 - Present
Csenge Advisory Group, LLC (CLEARWATER FL)
FL
06/27/2016 - 01/30/2019
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
NC
03/25/2014 - 04/07/2016
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 02/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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