Unclaimed
Eliab F. Alonzo is a financial advisor at Cetera Investment Advisers LLC with over 17 years of experience in the financial industry. Eliab is registered in Texas as both a Broker-Dealer and Investment Advisor. Eliab specializes in providing financial advice to individuals, families, and businesses. Eliab has a strong understanding of financial planning, portfolio management, and retirement planning. Eliab also has experience working with clients who are looking to invest in a variety of asset classes, including stocks, bonds, mutual funds, and exchange-traded funds. Eliab is committed to providing his clients with personalized financial advice that meets their individual needs and goals. Eliab previously worked with BBVA Securities INC. and BBVA Compass Investment Solutions, INC, and has a strong track record of success in helping clients achieve their financial goals.
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 (RIO GRANDE CITY 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 7/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 2/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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