Unclaimed
Elizabeth Saldana Festejo is a financial advisor with Cetera Investment Advisers LLC. Elizabeth has been in the financial services industry since 1999. Elizabeth holds licenses for both securities and investment advisory, and is registered with the state of California. Elizabeth is experienced in providing financial planning and portfolio management services.
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.
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.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
NC
01/02/2013 - 05/02/2014
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
CA
12/02/2011 - 12/18/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (MILPITAS CA)
CA
12/19/2005 - 11/29/2011
WOODBURY FINANCIAL SERVICES, INC. (MILPITAS CA)
AZ
10/31/2005 - 01/09/2006
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
03/10/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/21/1999 - 03/17/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NE
04/08/1999 - 07/09/1999
LSA SECURITIES, INC. (LINCOLN NE)
BOTH
Issued 6/3/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 3/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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