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United States
2021 (5 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Elevation Wealth Management
Company Information
Get to know Elevation Wealth Management
Elevation Wealth Management is a fee-based Registered Investment Advisor (RIA) firm dedicated to providing holistic financial planning, primarily for individuals approaching or in retirement. Founded by Angela and Reid Hart, the company utilizes a proprietary process called "The Elevation Process™" to help clients navigate wealth management, retirement income strategies, tax efficiency, estate planning, and risk management. Their mission is to help clients achieve a "well-lived life" by providing clarity and confidence in their financial future through personalized, long-term strategies.
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