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Allan L
Series 63, Series 65
Trinity, FL
ELE Advisory Services, Inc
Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.
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