Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Galarza is a financial advisor with Wells Fargo Clearing Services, LLC in Orlando, FL. Elizabeth has been in the financial industry since 2011. She has a Series 7, Series 63 and Series 66 license. Elizabeth has experience with investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors. She has also worked at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Essex National Securities, LLC. Elizabeth's experience and expertise are invaluable for those seeking financial advice.
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.
Investment consulting services to institutional clients
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
02/26/2018 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
NY
07/14/2017 - 01/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NY
09/18/2013 - 05/05/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/24/2011 - 08/26/2013
ESSEX NATIONAL SECURITIES, LLC (BROOKLYN NY)
BOTH
Issued 09/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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