Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Dale Elisha is a Registered Investment Advisor in the state of Arizona. Scott is currently employed at Perigon Wealth Management, LLC and has been with the firm since April of 2014. Prior to joining Perigon Wealth Management, LLC, Scott worked at TJM INVESTMENTS, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citadel Derivatives Group LLC, Wolverine Trading, LLC and Wolverine Execution Services, LLC. Scott is a licensed and qualified professional with a strong background in the financial industry.
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.
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CA
08/31/2021 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
IL
12/05/2012 - 10/17/2013
TJM INVESTMENTS, LLC (CHICAGO IL)
CA
09/28/2005 - 01/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
FL
04/09/2005 - 09/19/2005
CITADEL DERIVATIVES GROUP LLC (MIAMI FL)
IL
12/17/2003 - 02/06/2004
WOLVERINE TRADING, LLC (CHICAGO IL)
IL
11/26/2002 - 02/06/2004
WOLVERINE EXECUTION SERVICES, LLC (CHICAGO IL)
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2004
Series 44 - PCX Market Maker Exam
BC
Issued 10/01/2003
Series 3 - National Commodity Futures Examination
Active
Inactive
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