Jenny Elstein, financial advisor Raleigh NC
93 score

Jenny Elstein

CRD Number: 3055649
Current Firm: Lifeplan Group (dba)

Jenny Elstein (CRD# 3055649) is an Investment Advisor Representative working at Lifeplan Group (dba) in Raleigh, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lifeplan Group (dba) Raleigh, NC Jul 2017 - Current < 1
Prospera Financial Services Dallas, TX Apr 2015 - Jul 2017 2
Princor Financial Services Corporation Raleigh, NC Aug 2011 - Apr 2015 3
Principal Life Insurance Company Raleigh, NC Jan 2006 - Apr 2015 9
Princor Financial Services Corporation Raleigh, NC Feb 2006 - Dec 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Jenny R. Elstein
Phone Number: 919-858-6119
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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