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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY