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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliab? Claim Your ProfileEliab F. Alonzo is a financial advisor in RIO GRANDE CITY, TX. Eliab Alonzo is registered with Cetera Investment Advisers LLC. Eliab Alonzo has 17 years of experience in the financial services industry. Eliab Alonzo is also a board member for the Citizens State Bank of Roma. Eliab Alonzo has Series 6, 7, and 63 licenses. Eliab Alonzo is a financial consultant with Goldenbridge Wealth and Summit Financial Group. Eliab Alonzo helps clients with financial planning and investment planning. Eliab Alonzo provides portfolio management services to individuals 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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (MCALLEN TX)
TX
05/16/2013 - 05/03/2021
BBVA SECURITIES INC. (MISSION TX)
TX
08/16/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (EDINBURG TX)
TX
02/24/2006 - 07/30/2010
CHASE INVESTMENT SERVICES CORP. (MISSION TX)
BOTH
Issued 07/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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