Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan De Naray is a registered representative and investment advisor representative with Feltl Advisors. Ethan has been in the financial services industry since 2002. Ethan has offices in Plymouth, Minnesota and Babbitt, Minnesota. Ethan has passed the Series 3, 7, 31 and 63 exams and the SIE and Series 65 exams. Ethan specializes in portfolio management for individuals, selection of other advisors, and wrap accounts through non-affiliated providers. Ethan previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Ethan currently provides financial planning and portfolio management services to individuals and corporations. Ethan has approximately 120,639,894 in assets under 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.
Wrap accounts through non-affiliated providers
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.
Percentage of assets under outside management
1
2
MN
01/05/2023 - Present
Feltl Advisors (PLYMOUTH MN)
MN
02/01/2008 - 06/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
09/20/2002 - 02/11/2008
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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