Elie HleissCRD Number: 6240788
Current Firm: Wells Fargo Advisors Financial Network, LLC
Elie Hleiss (CRD# 6240788) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||St Louis, MO||Jun 2014 - Nov 2016||2|
|K-force @ Wells Fargo Advisors||St. Louis, MS||Jun 2013 - Jun 2014||1|
|Beirut Bakery Inc.||Redford, MI||Sep 2008 - Jun 2013||4|
|Electrical Design Consultants Inc.||Miami, FL||Jan 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management42,504MILLIONS
Total Number of Accounts142,401ACCOUNTS
Average Account Value$298,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)