Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Bianchi is a financial advisor registered with UBS Financial Services Inc. Elena has been in the industry since 1989 and is licensed in Texas, as well as other states including California, Florida, Maryland, New Jersey, New York, Ohio and Texas. Elena has a variety of licenses and certifications, including Series 7 and Series 63. Elena's experience and expertise make her well-equipped to provide financial advice to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
01/01/2010 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
11/20/2009 - 01/01/2010
UBS INTERNATIONAL INC. (HOUSTON TX)
TX
09/03/2003 - 01/23/2008
UBS INTERNATIONAL INC. (HOUSTON TX)
TX
09/04/2002 - 09/16/2003
STANFORD GROUP COMPANY (HOUSTON TX)
NY
06/24/1987 - 04/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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