Keith Elis, J.D., A.A.M.S.
• United States: Hartford, Connecticut Area
• investment management
Current: Financial Consultant, A.G. Edwards & Sons
Past:
Financial Advisor, Waddell & Reed, Inc.
Captain, Intelligence, US Army
Keith Elis, J.D., A.A.M.S.
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Address: Hartford, Connecticut Area
Current:
- Financial Advisor at Wachovia Securities, LLC (legacy A.G. Edwards)
Past:
- Financial Advisor at Waddell & Reed, Inc.
- Officer at United States Army Intelligence
Education:
- College for Financial Planning
- The University of Connecticut School of Law
People Network: 53
Industry: Financial Services
Websites:
Keith Elis, J.D., A.A.M.S.’s Summary
Professionally, I spend my days building relationships with clients and potential clients. Usually this involves solving financial problems, uncovering investment opportunities, and managing risk for the people who have entrusted me with these tasks. Sometimes it involves a great deal more.
I currently work by introduction only. However, I appreciate your direct contact, so feel free to send me email: keith (dot) elis (at) wachoviasec (dot) com.
Keith Elis, J.D., A.A.M.S.’s Specialties:
Wealth management, estate planning, investment management.
Financial Advisor
Wachovia Securities, LLC (legacy A.G. Edwards)
(Public Company; 10,001 or more employees; WB; Investment Management industry)
July 2006 — Present (1 year 11 months)
Eductional Details:
College for Financial Planning
A.A.M.S., Asset Management, 2007 — 2007
Keith Elis, J.D., A.A.M.S.’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
Additional Information
Keith Elis, J.D., A.A.M.S.’s Websites:
- My Website
Keith Elis, J.D., A.A.M.S.’s Interests:
Investment theory and practice, economics, behavioral finance, heuristics and biases, synthesis, fitness, chess, gaming, and golf.