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Eliseo jojo Lucero Prisno

P/e Capital Investments

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About Eliseo jojo Lucero Prisno

Eliseo Jojo Prisno is a registered Investment Advisor Representative with P/e Capital Investments. Eliseo has been a registered Investment Advisor Representative since 2014 and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones and PFS Investments Inc. Eliseo is a licensed Series 6, 7 and 66. Eliseo has a total of 4 clients and $20,500,000 under management. Eliseo offers a variety of services to clients including financial planning, educational seminars, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Eliseo jojo Prisno is currently registered with P/e Capital Investments. P/e Capital Investments is an investment advisor registered with the SEC that provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm manages approximately $20.5 million in assets for 120 accounts, including 20 high-net-worth individuals and 100 individuals other than high-net-worth.

$20.50M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Eliseo jojo Prisno’s Registration & Firm History

IL

08/16/2021 - Present

P/e Capital Investments (CHICAGO IL)

OH

02/23/2007 - 09/14/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

OH

08/02/2005 - 11/13/2006

EDWARD JONES (MASON OH)

GA

04/20/2005 - 08/04/2005

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 03/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eliseo jojo Lucero Prisno.
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