Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elier? Claim Your ProfileElier Agustin Peraza is a financial advisor with Avantax Advisory Services. Elier has been in the financial services industry since December 2006. Elier is a Registered Representative and Investment Advisor Representative. Elier holds a Series 7, Series 24, and Series 66 license. Elier provides financial planning, portfolio management, retirement planning, and education planning services to individuals and businesses. Elier has also been a financial advisor for 1st Global Capital Corp., Waddell & Reed, Inc., and Johanson & Yau.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/26/2024 - Present
Avantax Advisory Services (CAMPBELL CA)
CA
10/14/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAN JOSE CA)
TX
12/05/2006 - 10/12/2009
WADDELL & REED, INC. (DALLAS TX)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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