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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisha? Claim Your ProfileElisha Sanchez is an Investment Advisor Representative with Mercer Global Advisors Inc. Elisha has been working in the financial industry since 2004. Elisha is registered with the state of California and has been active in the industry for 19 years. Elisha is currently registered with Mercer Global Advisors Inc. Elisha has previously worked at T. Rowe Price Investment Services, INC. and MORGAN STANLEY DW INC..
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
02/11/2016 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
CA
11/29/2006 - 06/03/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
CA
11/30/2004 - 12/04/2006
MORGAN STANLEY DW INC. (CONCORD CA)
IA
Issued 02/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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