Unclaimed
Reece Ellison is a financial advisor with Florida Financial Advisors, LLC in Miami Lakes, FL. Reece has been in the industry for over two years and holds Series 63, Series 65, and Series 26 licenses. They are also registered with FINRA. Reece provides a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They are committed to providing their clients with personalized advice and guidance to help them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
2% of net worth or assets for financial planning clients
1
2
FL
04/14/2023 - Present
Florida Financial Advisors, LLC (Miami Lakes FL)
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Reece Ellison is the right advisor for you? Invested Better is here to help.