Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Eliason is an investment advisor representative with Edelman Financial Engines. Tricia has been in the financial industry for over 27 years. Tricia is registered with the state of Utah. Tricia has previously worked with EF Legacy Securities, LLC, Sanders Morris Harris LLC, E*TRADE Securities LLC, Morgan Stanley Smith Barney, H.D. Vest Investment Services, Marquette Financial Group, Inc., and Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
UT
11/01/2018 - Present
Edelman Financial Engines (SALT LAKE CITY UT)
UT
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SALT LAKE CITY UT)
UT
01/13/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SALT LAKE CITY UT)
UT
02/27/2012 - 01/14/2015
E*TRADE SECURITIES LLC (SANDY UT)
UT
06/04/2010 - 03/08/2012
MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)
SD
04/01/2002 - 06/07/2010
H.D. VEST INVESTMENT SERVICES (GREGORY SD)
MN
05/16/2001 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
RI
02/03/1992 - 09/22/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 08/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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