Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisaveta? Claim Your ProfileElisaveta Terzieva is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Elisaveta has been in the financial industry since 2014 and has experience with both Merrill Lynch and Euro Pacific Capital, Inc. Elisaveta holds the Series 66, SIE, and Series 7 licenses and has been active in 35 different states. Elisaveta is a financial advisor with a broad range of experience and expertise. Elisaveta focuses on providing investment advice to a wide range of clients, including individuals, corporations, and institutions. Elisaveta has also worked in the insurance industry and has experience with customer service and sales. Elisaveta is a valuable asset to any team and brings a wealth of knowledge and experience to the table.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
05/22/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
FL
11/12/2014 - 03/26/2018
EURO PACIFIC CAPITAL, INC. (BOCA RATON FL)
BOTH
Issued 05/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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