Welcome to ELLIOTT WEALTH Management Services, LLC

CONNECT

Address:

  
Elliott Wealth Management Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  W
e offer a strong combination of experience and professional client services.
At Elliott Wealth Management Services, LLC, our clients come first so please open this brief brochure to compare our services to your current provider.
   
SOUTHINGTON, CT 06489

Phone:

(888) 959-5904

Fax/Other:

(860) 863-4519

Chris' Qualifications

I hold the following registrations: Series 7 (General Securities), 24 (General Securities Principal), 63 (Agent) and 65 (Investment Advisor Representative.) Also, I am licensed for life, health and variable insurance lines of business. In 2005, I became an advisor with SagePoint Financial. I have completed the certification training on Long Term Care Insurance and Connecticut Partnership for Long Term Care 

I am dedicated to developing lasting relationships with all my clients. I believe in helping my clients assess their financial goals and participate in the management of their finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. This personalized approach helps provide a detailed roadmap to achieving a more secure financial future.

Securities and Advisory Services offered through SagePoint Financial, Inc. member FINRA/SIPC. Insurance offered through Elliott Wealth Management Services, LLC, who is not affiliated with SagePoint Financial, Inc.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck