Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Luna has been in the financial services industry since 2006. Elizabeth has a Series 65 license and is registered as an Investment Advisor Representative with Aria Wealth Management. Elizabeth specializes in financial planning and has expertise in portfolio management for both individuals and businesses. Elizabeth's focus is on developing personalized investment strategies for clients, whether they are high net worth individuals, pension plans, or charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Aria Wealth Management (SARATOGA CA)
IA
Issued 06/02/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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