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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Franchesco Vera is an investment advisor representative with Morton Wealth. Elias has been in the industry since 2001 and is registered with the state of California. Elias holds a Series 7, Series 24, Series 55, and Series 63 license. Elias is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst. Elias has prior experience with First Allied Securities, Inc., Round Hill Securities, Inc., and Western Securities Clearing Corp. Elias specializes in financial planning, pension consulting, and portfolio management. Elias has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
CA
01/06/2024 - Present
Morton Wealth (CALABASAS CA)
CA
02/14/2001 - 03/30/2007
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/05/2005 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
04/09/2002 - 01/12/2005
WESTERN SECURITIES CLEARING CORP. (SAN DIEGO CA)
BC
Issued 03/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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