Elliott Peigen (CRD# 2017355) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Ooltewah, TN and has over 34 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Financial Services Advisory | Oakland, CA | Apr 2020 - Current | 4 |
| Infinity Financial Services | Oakland, CA | Jul 2016 - Current | 7 |
| Investors Capital Corporation | Lynnfield, MA | Feb 2015 - Jul 2016 | 1 |
| Next Financial Group, Inc. | Ft. Oglethorpe, GA | Jun 2005 - Nov 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S65 | NASAA Investment Advisors Law Examination | May 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management145MILLIONS
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Total Number of Accounts901ACCOUNTS
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Average Account Value$160,984
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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