Elliott Singer

Elliott Singer Email and Phone Number

Financial Advisor @ DLAK Wealth Advisors
Elliott Singer's Location
Dayton Metropolitan Area, United States, United States
Elliott Singer's Contact Details

Elliott Singer work email

Elliott Singer personal email

About Elliott Singer

As a Financial Advisor, I help individuals, couples and families grow and protect their assets for the long term, short term and everything in-between. I work with all of my clients to help them understand their risk tolerance, budget and available resources to help make sure that they're able to achieve the future that they've been working for throughout their professional life./COMPLIANCE:2024-5459/

Elliott Singer's Current Company Details
DLAK Wealth Advisors

Dlak Wealth Advisors

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Financial Advisor
Elliott Singer Work Experience Details
  • Dlak Wealth Advisors
    Senior Wealth Manager
    Dlak Wealth Advisors Jun 2024 - Present
    Elliott Singer is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 419 Plum Street; Cincinnati, OH 45202. Phone: (513) 579-1114. Securities products and advisory services offered through PAS, member FINRA, SIPC. DLAK Wealth Advisors is not an affiliate or subsidiary of PAS.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment 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.
  • Prudential Financial
    Financial Advisor
    Prudential Financial Sep 2022 - Jun 2024
    Newark, New Jersey, Us
    • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
  • Fidelity Investments
    Portfolio Specialist
    Fidelity Investments Jun 2022 - Sep 2022
    Boston, Ma, Us
  • Fidelity Investments
    Client Management Representative
    Fidelity Investments Sep 2020 - Jun 2022
    Boston, Ma, Us
  • Jpmorgan Chase & Co.
    Relationship Banker
    Jpmorgan Chase & Co. Sep 2019 - Sep 2020
    New York, Ny, Us
    Help people better master their cash flow, from investments to debt products, we help people take control of their financial future.
  • Eh Shum Financial Solutions
    Client Service Manager
    Eh Shum Financial Solutions Aug 2016 - Jun 2019
    Independent boutique wealth management firm with 200 million Dollars under management. We help families and individuals achieve financial security by utilizing cutting edge strategies and partnering with world class financial institutions like : Charles Schwab, Trust Company of America, Jackson National Life, John Hancock, Allianz, Nationwide and more.
  • Allstate Financial Services, Llc
    Financial Specialist
    Allstate Financial Services, Llc Nov 2013 - Jul 2014
    Lincoln, Ne, Us
    Helped individuals and families protect their income and assets, while still planning and saving for the future. I worked directly with thousands of clients with insurance and investment products, from renter's insurance to managed accounts.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual May 2011 - Oct 2013
    Milwaukee, Wi, Us
    At Northwestern I helped clients plan for the unforeseen. Using insurance strategies, I helped people protect what they have and save for the future using both insurance and managed accounts.

Elliott Singer Skills

Social Networking Leadership Sales Small Business Social Media Strategic Planning Marketing Public Speaking Strategy Business Development Finance Insurance Team Leadership Marketing Strategy Public Relations Entrepreneurship Social Media Marketing Team Building Sales Management New Business Development Personal Finance Discounts

Elliott Singer Education Details

  • California State University, Monterey Bay
    California State University, Monterey Bay
    Journalism
  • Carlsbad High School
    Carlsbad High School

Frequently Asked Questions about Elliott Singer

What company does Elliott Singer work for?

Elliott Singer works for Dlak Wealth Advisors

What is Elliott Singer's role at the current company?

Elliott Singer's current role is Financial Advisor.

What is Elliott Singer's email address?

Elliott Singer's email address is el****@****ail.com

What schools did Elliott Singer attend?

Elliott Singer attended California State University, Monterey Bay, Carlsbad High School.

What skills is Elliott Singer known for?

Elliott Singer has skills like Social Networking, Leadership, Sales, Small Business, Social Media, Strategic Planning, Marketing, Public Speaking, Strategy, Business Development, Finance, Insurance.

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