James Elios Email & Phone Number
Founder and CEO @ Elios Financial Group, Inc.
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James Elios Location
- Westlake, OH, US
James Elios Work
- 1998 -now Founder and CEO @
- 1998 -2018 Registered Principal @
- 1996 -1998 Financial Planner @
- 1988 -1992 Retail Banker @
James Elios Education
- The American College
CHFC©, CLU© (Advanced Financial Planning)
2000-2010 - Baldwin Wallace University
MBA (Managment)
1989-1991 - Bowling Green State University
BSBA (Marketing and Finance)
1984-1988 - The American College of Financial Services
Chartered financial Consultant and Chartered life Underwriter (Advanaced Financial Planning)
2010
James Elios Skills
- Retirement Planning
- Wealth Management
- Financial Advisory
- Investments
- Portfolio Management
- Strategic Financial Planning
- Series 24
- Retirement
- Investment Advisory
- Variable Annuities
- Personal Finance
- Wealth
- FINRA
- Asset Managment
- Fixed Annuities
- Estate Planning
- Series 7
- Securities
- Insurance
- Financial Services
- Valuation
- Mutual Funds
- Public Speaking
- High Net Worth Individuals
- Alternative Investments
- Asset Management
- Equities
- Wealth Accumulation
- Investment Strategies
- Wealth Management Services
- Asset Allocation
- 401k
- Financial Planners
- Financial Analysis
- Investment Management
- Retail Banking
- Analysis
- Loans
- Relationship Management
- Series 65
- Series 63
- Seminar Speaker
- Financial Planning
- Financial Markets
- 401k Rollovers
- Multi-generational wealth transfer
- Retirement Savings
- Finance
- Sales
- Medical Devices Manufacturer
- Planning
- Leadership
- Microsoft Office
James Elios Summary
- James Elios, based in Westlake, OH, US, is currently a Founder and CEO at Elios Financial Group, Inc.. James Elios brings experience from previous roles at LPL Financial, Lincoln Financial Network and National City Bank. James Elios holds a 2000 - 2010 CHFC©, CLU© in Advanced Financial Planning @ The American College. With a robust skill set that includes Retirement Planning, Wealth Management, Financial Advisory, Investments, Portfolio Management and more. James Elios has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named James Elios
James Elios
Founder and CEO
Westlake, OH, US
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Top Elios Financial Group, Inc. Employees
James Elios
Founder and CEO
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Brandon Steinhagen
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Cleveland, OH, US
Kim Carr
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