She responds to all inquiries efficiently and works quickly to resolve any issues that arise. I always appreciate the effort and dedication Joann and her team has shown to us as clients and look forward to continue to working with them in the future. Read this overview to learn how financial advisors are compensated. No two people are the same, so why would you want someone else’s financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That’s why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
“Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of iran forex brokers America Corporation, including Bank of America, N.A., member FDIC. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.
The strategy also employs technical analysis to identify buy/sell points. Elite Wealth is an independent, fee-only, fiduciary advisory firm based in Colorado. We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Our mission is to provide quality strategies customized to your needs.
Insurance Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life’s unexpected events with our help. You’ve worked hard to build your business, let us work hard for you. Have the peace of mind to focus on your clients and business with a cutting edge investment team behind you.
To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. When Elite finds it appropriate, the firm may recommend that clients allocate part of their assets to funds that are managed by Lattice Capital Management. Clients are under no obligation to accept these recommendations, but if they do, Lattice will receive compensation through its proprietary management charges and performance-based fees. This has the potential to create a conflict of interest, as Ronnasi would earn compensation from the fees of both Lattice and Elite.
Investing With Elite Wealth
“Our goal is to guide clients through the many financial milestones in their lives, from saving for a child’s college tuition to building wealth to living in retirement,” said Cairo, who serves as both financial advisor and enterprise leader. The firm’s leadership team also includes Craig Wong, managing partner, and Dan’s wife, Cindy Cairo, co-owner and CFO. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest.
Information includes fund holdings, fund sentiment, financial data, and regulatory filings . All performance information is of the Portfolio Manager account, net of the current management fee. Huntington Beach, Calif.-based Elite Financial Network was founded in 1992 by President and CEO Dan Cairo. He runs the firm alongside his wife, co-owner and chief financial officer Cindy Cairo, and Managing Partner Craig Wong. Elite Financial Network, a Huntington Beach, Calif.-based large OSJ with about $1 billion in assets and 30 advisors, joins LPL from Securities America. Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity’s role for the future.
The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Interactive Advisors, ethereum etf canada based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
Elite Financial has marked in their disclosures that they trade recommended securities. Elite Financial receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. Rather than stick to a single investment type within each of these strategies, Elite Wealth looks to form a cohesive combination of investments that work together to mitigate risk and maintain satisfactory returns. As a rule of thumb, Elite tends to work within the confines of a few securities, like individual equities, ETFs, options and alternative investments.
- ELITE Financial Insurance Group is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients.
- While Interactive Advisors believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contain errors.
- We get to know you and your family, your financial situation and what matters most to you.
- We’ll meet with you to review your goals and the progress you’ve made toward reaching them.
- Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms.
As a financial advisory firm, Elite Wealth Management can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). As a financial advisory firm, Elite Financial can provide a variety of financial planning services for Americans.
It’s not the final chapter in the book of life but rather the beginning… Join us at one of our events to see how we can help you with your retirement plan. MethodologyWe analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.
In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp. The not-so-good news is that too binance brokers many teams continue to operate as a loose-confederation of financial advisors, cobbled together under the illusion that presenting themselves as a team, provides the benefits of teaming. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC , member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Headquartered in St. Petersburg, Fla., Raymond James Financial Services, Inc., is a wholly owned broker-dealer subsidiary of Raymond James Financial, Inc., a multinational independent investment bank and financial services company.
Bank of America Corporation does not have banking affiliates, branches or bank representative offices in any other jurisdiction in Latin America. This document and its content are for information purposes and shall not be interpreted as banking or financial intermediation, business solicitation and/or public offering of any kind. As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals. We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
By offering a full range of financial services and solutions, we aim to provide comprehensive portfolio management, implement strategic planning, and utilize the expertise of our analysts to ensure our clients always have the upper hand. ELITE Financial Insurance Group is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future. This portfolio was launched on Interactive Advisors on September 28, 2018, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”.
Prior to RocketReach, we would reach out to people through professional networking sites like Linkedln. But it was frustrating for us to have to wait for people to accept our connection requests and sending is too expensive..this was a major speed bump in our workflow and source of never ending frustration.. With the shear number of contacts we’ve been able to find using RocketReach, the platform has probably saved us nearly five years’ worth of waiting.
At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities – even as they change over the years. The first impression of her is smart, capable, hardworking, professional, and sincere. She will do what she promised and is always very friendly and helpful. As days go by, I’ll say she is a good friend too other than my financial consultant now.
Understanding Your Life
In an effort to educate investors, Sterling has taught Investment Strategy courses at the University of Utah as well as Utah Valley University. Sterling has also been recognized as a top finisher in a national stock picking contest sponsored by Marketocracy.com. LPL’s mastery of such recruiting logistics has been paying dividends in the marketplace for talent. Out of 29 M&A and recruiting transitions of at least $1 billion in client assets in the independent brokerage sector in 2021, LPL gained nine teams, firms and enterprises and lost only one. In contrast, Securities America saw two of the mega teams leave and didn’t add any. Investing involves risk, including the potential loss of principal.
Every member of our team is trained and certified by the International Association of Professional Debt Arbitrators. We pride ourselves on staying current on all debt relief industry practices, procedures and regulations. The information contained here does not constitute a public offering or distribution of securities in Singapore.
“Bank of America” is a marketing name for the Retirement Services business of Bank of America Corporation (“BofA Corp.”). We are an independent financial services brokerage that focuses on a personalized approach to financial advising and planning. Through our platform, we offer our clients a broad range of financial vehicles that includes banking, lending, investment and risk management products to optimize their financial strategy and maximize their wealth potential. Since 1992, Elite Financial Network has served clients in all aspects of their financial lives. Founded by President and CEO Dan Cairo, the Huntington Beach, Calif. team comprises of 30 independent financial advisors who take a holistic approach to providing personalized services and proactive wealth management.
This membership level allows you access to some great features, including a custom dashboard that updates automatically. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses by ETF issuers if the portfolio contains ETFs. Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.
Securities or other instruments on these Sites are only offered to professional market parties. Hypothetical or simulated performance results have inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Glassdoor gives you an inside look at what it’s like to work at Elite Financial Management, including salaries, reviews, office photos, and more.
View your account balances, activity, and financial documents—safely, securely, and 24/7—from one platform designed with the investor in mind. Access everything needed to power your practice–from day-to-day operations, to client communications and portfolio management—all from one integrated workstation. Cerulli’s latest report tells you six trends that are top of mind in the industry.