Unclaimed
Elias Letayf is a financial advisor registered with UBS Financial Services Inc. Elias is located in Houston, TX and has been in the financial industry for over 15 years. Elias is licensed in the states of Arizona, California, Colorado, Delaware, Florida, Indiana, New York and Texas. Elias is also registered with FINRA. Elias's previous experience includes roles at MORGAN STANLEY, BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, BBVA INVESTMENTS INC. and BANORTE SECURITIES INTERNATIONAL, LTD.
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
10/06/2023 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
10/05/2015 - 10/10/2023
MORGAN STANLEY (Houston TX)
TX
05/16/2013 - 10/06/2015
BBVA SECURITIES INC. (HOUSTON TX)
TX
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
03/25/2009 - 07/01/2009
BBVA INVESTMENTS INC. (HOUSTON TX)
TX
06/04/2002 - 09/11/2002
BANORTE SECURITIES INTERNATIONAL, LTD. (HOUSTON TX)
BC
Issued 05/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
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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