Unclaimed
Elizabeth Menchaca is a financial professional with over a decade of experience in the industry. Currently, Elizabeth works as a registered representative for Pimco Investments LLC, a firm with a strong reputation in the financial services industry. Elizabeth is licensed to conduct business in Texas. Elizabeth's prior experience includes roles at firms such as Kestra Investment Services, LLC, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., LPL Financial LLC, and USAA Financial Advisors, Inc. Elizabeth's expertise and experience position her well to help clients 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.
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.
1
2
TX
10/29/2020 - Present
Pimco Investments LLC (Austin TX)
TX
01/10/2020 - 10/26/2020
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
FL
04/27/2017 - 12/20/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/11/2014 - 12/20/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/16/2014 - 01/17/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
12/20/2013 - 07/01/2014
LPL FINANCIAL LLC (TAMPA FL)
FL
08/30/2011 - 10/07/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 09/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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