Elisha Zaretsky
Investment Advisor at Wealth Strategies Group- Claim this Profile
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Bio
DANIEL WEISBERG
Elisha is a master in his knowledge, dedication and commitment to making my money grow. I would trust him with all of my money. Speaking to Elisha you can feel his enthusiasm and knowledge of the financial sector. Thank you Elisha!
DANIEL WEISBERG
Elisha is a master in his knowledge, dedication and commitment to making my money grow. I would trust him with all of my money. Speaking to Elisha you can feel his enthusiasm and knowledge of the financial sector. Thank you Elisha!
DANIEL WEISBERG
Elisha is a master in his knowledge, dedication and commitment to making my money grow. I would trust him with all of my money. Speaking to Elisha you can feel his enthusiasm and knowledge of the financial sector. Thank you Elisha!
DANIEL WEISBERG
Elisha is a master in his knowledge, dedication and commitment to making my money grow. I would trust him with all of my money. Speaking to Elisha you can feel his enthusiasm and knowledge of the financial sector. Thank you Elisha!
Credentials
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Series 65
-Jan, 2011- Sep, 2024 -
General Securities Representative
Financial Industry Regulatory Authority (FINRA)Jan, 2011- Sep, 2024
Experience
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Wealth Strategies Group
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Canada
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Financial Services
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1 - 100 Employee
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Investment Advisor
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Jul 2014 - Present
Financial Planning, Asset Management & Investment Analysis Financial Planning, Asset Management & Investment Analysis
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Financial Advisor
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Aug 2014 - Apr 2015
I provide asset management and financial planning services for individuals and families. I help people create a diversified portfolio that is inline with their goals, time horizon and tolerance for risk, while reducing unnecessary fees and taxes. I provide asset management and financial planning services for individuals and families. I help people create a diversified portfolio that is inline with their goals, time horizon and tolerance for risk, while reducing unnecessary fees and taxes.
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AXA Advisors
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United States
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Investment Banking
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Financial Profesional
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Jun 2011 - Aug 2012
Prospecting, financial planning, investments and insurance broker Prospecting, financial planning, investments and insurance broker
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Education
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2008 - 2009
University of Toronto
Master of Social Work (MSW), Children and Their Families -
2004 - 2008
York University
Bachelor of Social Work (BSW), Bachelor of Social Work
Community
