Expertise
Suitability, Fiduciary Duty, Standard of Care, Due Diligence, Supervision of: General Securities (including Equity Options, Taxable and Tax-free Fixed Income) and Life Insurance (including WL, UL, VUL, Term and Fixed and Variable Annuities).
(For search purposes, not intended to be a comprehensive list)
Elliott M. Server   

Testifying Expert, Consultant, Mediator, Scales Consulting Group
5204 Brooke Ridge Drive
Atlanta, GA 30338

Work: 770-392-1293
Cell: 404-447-6466
et0026@aol.com
www.tradeanalysis.com
Expertise
Suitability, Fiduciary Duty, Standard of Care, Due Diligence, Supervision of: General Securities (including Equity Options, Taxable and Tax-free Fixed Income) and Life Insurance (including WL, UL, VUL, Term and Fixed and Variable Annuities).
(For search purposes, not intended to be a comprehensive list)

Mission: To provide expert witness service and counsel for those engaged in Securities arbitration, litigation, and mediation matters. Elliott Server has over 40 years of Securities Industry experience that includes over 30 years at Morgan Stanley Dean Witter during which he began as a trainee in 1972, served as a broker, in Branch Management, Regional Management and Product Management. He retired in 2003 at the firm's headquarters in New York as the Director of Insurance and Annuity Services in the firm's Asset Management Division and a member of the firm's Senior Management Team. In 2008, he joined Scales Consulting Group/Secure Financial Services as a Testifying Expert. His areas of expertise include, General Securities and Insurance, specific to Standard of Care, Fiduciary Duty, Suitability, Due Diligence and, Supervision. As an expert, he has consulted on over 300 matters and testified in approximately 40 matters. In addition, he is qualified per the Georgia Supreme Court Commission on Dispute Resolution as a civil mediator (ID: 5975-9214-9065-7280). He resides in Atlanta, Georgia.

Curriculum Vitae

SER Voting Member