Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Del Valle is a financial advisor at Cetera Investment Advisers LLC. Elisa has been in the financial industry since 2004 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Elisa holds the Series 7 and Series 66 licenses and has a strong understanding of the financial markets. Elisa is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Elisa is also a registered investment advisor in Colorado.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (DENVER CO)
CA
03/14/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
10/19/2007 - 03/19/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (LITTLETON CO)
MA
04/23/2007 - 09/10/2007
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
CO
11/22/2006 - 03/30/2007
INTERSECURITIES, INC. (DENVER CO)
CO
08/26/2004 - 11/08/2006
SECURIAN FINANCIAL SERVICES, INC. (ENGLEWOOD CO)
BOTH
Issued 9/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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