Deep Enrich
Jeff Ellena
Investment Consultant
229 followers
Carlsbad, California, United States
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About me
Partner / Private Wealth Manager at Creative Planning, Inc.
Education
California Baptist University
-Communication Studies
Experience
TD Ameritrade
Jul 2011 - Jul 2016Investment Consultant
Licenses & Certifications
- View certificate
Certified Financial Planner (CFP)
CFP BoardJan 2020
Honors & Awards
- Awarded to Jeff EllenaLifetime Achievement Award 'Silver' TD Ameritrade Jan 2016 $210 million Gross New Assets
- Awarded to Jeff EllenaPresidents Club Award Winner TD Ameritrade Jan 2015
- Awarded to Jeff EllenaYear End High Perfromer Award TD Ameritrade Dec 2014
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