Alexander Elliott Email
President
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Alexander Elliott Location
- Jurupa Valley, CA, US
Alexander Elliott Work
- Financial Advisor @ (October 2024 - Present)
- President @ A.W. Elliott & Associates (January 2010 - Present)
- Independent Financial Advisor @ (April 2021 - Present)
- CEO @ PAA of California (June 1995 - January 2010)
- Registered Investment Advisory Representative @ Sun American Securities (January 1980 - June 1995)
- President, Certified Financial Planner @ Elliott-Elliott & Associates (January 1979 - June 1995)
Alexander Elliott Education
- Certified Tax Advisor , California tax education Council
graduate (tax preparation and tax planning for individual and small businesses)
2010-2023 - life insurance license State of California
(Life, ,health , Index Annuity's, 401 -k- IRA, Roth)
1999-2023 - QuickBooks Online certification
Certified Pro Advisor QuickBooks (Accounting & Bookkeeping)
2018-2021 - Certified Tax Coach ,Tax Coach University
Certified Tax Coach (Recommending and implementing Specific Tax Strategies and concepts for Saving Taxes)
2017-2020 - International Association of Certified Financial Planners
CFP (Financial Planning)
1978-2005 - investment Training Institute
graduate (stocks & bonds and various investment instruments)
1981-1982
Alexander Elliott Summary
- Alexander Elliott, based in Jurupa Valley, CA, US, is currently a President at A.W. Elliott & Associates. Alexander Elliott brings experience from previous roles at Insure Marketing Solutions, Magellan Financial & Insurance Services, Inc., PAA of California and Sun American Securities. Alexander Elliott holds a 2010 - 2023 graduate in tax preparation and tax planning for individual and small businesses @ Certified Tax Advisor , California tax education Council. Alexander Elliott has 1 emails on RocketReach.
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