Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Villalta is a financial advisor with Focus Financial. Elizabeth has been in the industry since 1995. Elizabeth has experience in financial planning, pension consulting, and portfolio management for both businesses and individuals. Elizabeth holds a Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, and SIE licenses. She has also been registered with the state of Minnesota since 2012.
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.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
12/19/2013 - Present
Focus Financial (MINNEAPOLIS MN)
MN
02/24/2003 - 04/04/2011
CLARK SECURITIES, INC. (BLOOMINGTON MN)
NY
03/08/2001 - 02/20/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
06/10/1997 - 03/27/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
08/15/1995 - 06/06/1997
DAIN BOSWORTH INCORPORATED
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/1999
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Villalta is the right advisor for you? Invested Better is here to help.
