Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you India? Claim Your ProfileIndia Elliott is a financial advisor with over 8 years of experience in the industry. India is currently registered with Wells Fargo Clearing Services, LLC. Previously, India worked for several financial institutions, including Transamerica Financial Advisors, Inc., MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc. India holds the Series 7, Series 63, and Series 66 securities licenses and has extensive experience in providing financial planning and investment management services. India serves a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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
IN
11/29/2023 - Present
Wells Fargo Clearing Services, LLC (INDIANAPOLIS IN)
IN
04/06/2023 - 08/02/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (FISHERS IN)
IN
07/25/2022 - 02/28/2023
MML INVESTORS SERVICES, LLC (Indianapolis IN)
IN
08/03/2021 - 05/31/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Carmel IN)
IN
07/30/2020 - 07/12/2021
FIDELITY BROKERAGE SERVICES LLC (CARMEL IN)
IN
04/30/2019 - 06/29/2020
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
12/28/2015 - 05/09/2019
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 07/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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