Elliott Ellis

Elliott Ellis

Server

Followers of Elliott Ellis1000 followers
location of Elliott EllisFort Myers, Florida, United States

Connect with Elliott Ellis to Send Message

Connect

Connect with Elliott Ellis to Send Message

Connect
  • Timeline

  • About me

    Financial Advisor | Motorsports Enthusiast | Next Gen Financial Planning Advocate

  • Education

    • Florida Gulf Coast University Lutgert College of Business

      2018 - 2022
      Bachelor of Science - BS Financial Planning and Services
  • Experience

    • Steak n Shake

      Sept 2016 - Dec 2017
      Server
    • Cracker Barrel

      Dec 2017 - Aug 2019
      Server
    • Towne Park

      May 2019 - Aug 2019
      Valet
    • Sanibel Harbor Yacht Club

      Jan 2020 - Mar 2023
      • Fuel Manager

        Jan 2021 - Mar 2023
      • Valet

        Jan 2020 - Mar 2023
    • Financial Planning Association (FPA)

      Jun 2022 - Aug 2022
      Extern
    • Ameriprise Financial Services, LLC

      Nov 2022 - Sept 2023
      • Client Service Coordinator

        Mar 2023 - Sept 2023
      • Administrative Assistant / Intern

        Nov 2022 - Mar 2023
    • Alliance Financial Group

      Sept 2023 - now
      Financial Advisor

      I specialize in providing personalized financial planning and advice, particularly catering to clients in the motorsports and automotive industries. This involves analyzing clients' financial situations, understanding their needs and goals, and developing tailored strategies to help them achieve financial security and growth.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

  • Licenses & Certifications

    • Florida Life, Health, & Variable Annuity

      Florida Department of Financial Services
    • Series 7

      FINRA
      Mar 2023
    • Series 66

      FINRA
      Apr 2023