Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliezer? Claim Your ProfileEliezer Vega Garcia is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in client assets. Eliezer is registered with FINRA as a registered representative and has been in the securities industry since 2015. Eliezer has experience working with a variety of clients, including individuals, families, businesses, and institutions. Eliezer provides a range of financial services, including investment management, financial planning, and retirement planning. Eliezer holds several industry licenses and certifications, including Series 7, Series 63, Series 65 and SIE. Eliezer's primary focus is on providing clients with personalized financial advice and investment strategies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
11/29/2024 - Present
Morgan Stanley (Boca Raton FL)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Eliezer Vega garcia is the right advisor for you? Invested Better is here to help.
