Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Rojas is a registered investment advisor representative and has been in the financial industry for over 2 years. Elisa is currently registered with TLG Advisors, Inc., an investment advisor firm headquartered in Littleton, Colorado. Elisa holds Series 63, 66, 7 and SIE licenses and has a background in the insurance industry. Elisa has worked with a number of firms during her career including Brokers International Financial Services, LLC. and NYLIFE Securities LLC. In addition to her role with TLG Advisors, Inc., Elisa also owns and operates Everlasting Wealth Strategies LLC. Elisa provides investment advice to individuals and families, as well as pension plans, businesses, and charitable organizations. Elisa is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Placement of institutional funds
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.
1
2
FL
05/30/2024 - Present
TLG Advisors, Inc. (Coconut Creek FL)
FL
08/09/2023 - 04/16/2024
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Weston FL)
FL
05/27/2022 - 03/03/2023
NYLIFE SECURITIES LLC (SUNRISE FL)
BOTH
Issued 09/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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