Delores Elliott, financial advisor Hudson OH

Delores Elliott

CRD Number: 6574895
Current Firm: Ubs Financial Services Inc.

Delores Elliott (CRD# 6574895) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Hudson, OH Nov 2015 - Current 5
Hobby Lobby Macedonia, OH Sep 2015 - Dec 2015 < 1
Self Employed - Home Maker Toronto, OH Feb 2013 - Sep 2015 2
All About Women's Health Steubenville, OH Aug 2011 - Feb 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Delores A. Elliott
Phone Number: 201-352-3000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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