Elyott Silverstein, Cfp®
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Elyott Silverstein, Cfp® Email & Phone Number

A Higher Standard of Wealth Management at Csenge Advisory Group
Location: Safety Harbor, Florida, United States 6 work roles 1 school
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Current company
Csenge Advisory Group
Role
A Higher Standard of Wealth Management
Location
Safety Harbor, Florida, United States
Company size
12 employees

Who is Elyott Silverstein, Cfp®? Overview

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Quick answer

Elyott Silverstein, Cfp® is listed as A Higher Standard of Wealth Management at Csenge Advisory Group, a company with 12 employees, based in Safety Harbor, Florida, United States. AeroLeads shows a matched LinkedIn profile for Elyott Silverstein, Cfp®.

Elyott Silverstein, Cfp® previously worked as Wealth Advisor at Csenge Advisory Group and Personal Financial Counselor at Zeiders Enterprises, Inc.. Elyott Silverstein, Cfp® holds History, Industrial And Product Design from California State University-Long Beach.

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Email format at Csenge Advisory Group

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Csenge Advisory Group

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About Elyott Silverstein, Cfp®

I am a customer obsessed Wealth Planner. Yeh, you're potentially a big deal. Wanna work with me?

Current workplace

Elyott Silverstein, Cfp®'s current company

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Csenge Advisory Group
Csenge Advisory Group
A Higher Standard of Wealth Management
clearwater, florida, united states
Website
csenge.com
Employees
12
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6 roles

Elyott Silverstein, Cfp® work experience

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Financial Representative

Fidelity Investments

Tampa/St. Petersburg, Florida Area

Supported management through maintaining and coordinating the day to day operations for a full-service financial planning office. Assisted and managed client service needs for both existing and potential clientele.Provided sales support for high net-worth clientele and identifying new sales opportunities at all levels while efficiently routing.

Jun 2016 - Jan 2019

Workplace Planning And Guidance Consultant I

Fidelity Investments

Raleigh-Durham, North Carolina Area

Utilize Consultative Selling Strategies to improve client/participant financial outcomes.Interpret financial information obtained from clients to determine appropriate strategies to help meet financial goals and needs.Educate participants about their 401k plan and other related benefits, investment strategies, and retirement/financial planning developed.

May 2014 - Jun 2016

Defined Contribution Representative I & Ii

Fidelity Investments

Raleigh-Durham-Chapel Hill Area

Delivered exemplary phone-based service to participants in over one thousand 401k plans and other financial benefit plans, including a core clientele base with complex plan rules and structures.Worked with extensive plan and investment information to educate client/participant and create beneficial outcomes for their retirement savings and.

Feb 2013 - May 2014

Teacher, Assistant Youth Director

Congregation Ner Tamid Of South Bay

Rancho Palos Verdes, California

Served as Teacher from 2001 until 2010 and served as youth advisor from 2003 until 2009 and Assistant Youth Director from 2009 until 2010

Sep 2001 - Jun 2010
Team & coworkers

Colleagues at Csenge Advisory Group

Other employees you can reach at csenge.com. View company contacts for 12 employees →

JC Jack Csenge, Cfp® Jack Csenge, Cfp® Colleague at Csenge Advisory GroupGreater Tampa Bay Area, United States View → KA Kelly Annenos Kelly Annenos Colleague at Csenge Advisory GroupClearwater, Florida, United States, United States View → AA Andrealyysonsantos Allyson Andrealyysonsantos Allyson Colleague at Csenge Advisory GroupCongonhas, Minas Gerais, Brazil, Brazil View → QI Qibaret Ismaili Qibaret Ismaili Colleague at Csenge Advisory GroupPalm Harbor, Florida, United States, United States View → JC John Csenge, Cimc, Aif®, Cfp® John Csenge, Cimc, Aif®, Cfp® Colleague at Csenge Advisory GroupClearwater, Florida, United States, United States View → SB Sean Biggs Sean Biggs Colleague at Csenge Advisory GroupGreater Tampa Bay Area, United States View → SM Sean Moneypenny, Cfp® Sean Moneypenny, Cfp® Colleague at Csenge Advisory GroupJacksonville, Florida, United States, United States View → HA Heidi A. Meyer, Cfp® Heidi A. Meyer, Cfp® Colleague at Csenge Advisory GroupOmaha, Nebraska, United States, United States View → BG Bukurije Gambill Bukurije Gambill Colleague at Csenge Advisory GroupClearwater, Florida, United States, United States View → EC Eric Caisse, Cfa, Cmt, Cfp® Eric Caisse, Cfa, Cmt, Cfp® Colleague at Csenge Advisory GroupClearwater, Florida, United States, United States View →
1 education record

Elyott Silverstein, Cfp® education

FAQ

Frequently asked questions about Elyott Silverstein, Cfp®

Quick answers generated from the profile data available on this page.

What company does Elyott Silverstein, Cfp® work for?

Elyott Silverstein, Cfp® works for Csenge Advisory Group.

What is Elyott Silverstein, Cfp®'s role at Csenge Advisory Group?

Elyott Silverstein, Cfp® is listed as A Higher Standard of Wealth Management at Csenge Advisory Group.

Where is Elyott Silverstein, Cfp® based?

Elyott Silverstein, Cfp® is based in Safety Harbor, Florida, United States while working with Csenge Advisory Group.

What companies has Elyott Silverstein, Cfp® worked for?

Elyott Silverstein, Cfp® has worked for Csenge Advisory Group, Zeiders Enterprises, Inc., Fidelity Investments, and Congregation Ner Tamid Of South Bay.

Who are Elyott Silverstein, Cfp®'s colleagues at Csenge Advisory Group?

Elyott Silverstein, Cfp®'s colleagues at Csenge Advisory Group include Jack Csenge, Cfp®, Kelly Annenos, Andrealyysonsantos Allyson, Qibaret Ismaili, and John Csenge, Cimc, Aif®, Cfp®.

How can I contact Elyott Silverstein, Cfp®?

You can use AeroLeads to view verified contact signals for Elyott Silverstein, Cfp® at Csenge Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Elyott Silverstein, Cfp® attend?

Elyott Silverstein, Cfp® holds History, Industrial And Product Design from California State University-Long Beach.

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