Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dalila? Claim Your ProfileDalila Toledo Doris is a financial advisor with Alera Investment Advisors, LLC, working in St. Petersburg, Florida. Dalila has been in the financial services industry since 2014. In addition to her role at Alera Investment Advisors, LLC, Dalila is also the compliance manager for Alera Group, a parent company and employer.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
FL
01/29/2024 - Present
Alera Investment Advisors, LLC (St. Petersburg FL)
IL
12/14/2023 - 08/23/2024
TRIAD ADVISORS LLC (Chicago IL)
FL
08/02/2022 - 11/29/2023
CITI PRIVATE ALTERNATIVES, LLC (TAMPA FL)
FL
08/02/2022 - 11/29/2023
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
GA
02/03/2021 - 07/19/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/03/2021 - 07/19/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/03/2021 - 07/19/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
02/03/2021 - 07/19/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/03/2021 - 07/19/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/08/2017 - 07/19/2022
TRIAD ADVISORS LLC (NORCROSS GA)
GA
04/04/2017 - 08/02/2017
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
IL
07/07/2014 - 04/03/2017
LBMZ SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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