Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Azelia? Claim Your ProfileAzelia Aguilar Betancourt is a financial advisor at Galliott Capital Advisors, LLC with over seven years of experience in the financial services industry. Azelia has held prior positions at Insigneo Securities, LLC, Morgan Stanley and J.P. Morgan Securities LLC. Her expertise lies in portfolio management, financial planning, and institutional consulting. Azelia is a Series 7, Series 66 and SIE licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting
1
2
CA
04/30/2021 - Present
Galliott Capital Advisors, LLC (BEVERLY HILLS CA)
CA
07/02/2020 - 07/01/2022
INSIGNEO SECURITIES, LLC (Beverly Hills CA)
CA
06/01/2016 - 07/02/2020
MORGAN STANLEY (LOS ANGELES CA)
CA
12/09/2014 - 06/07/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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