Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Tellez torano is a financial professional with over 17 years of experience in the financial services industry. She is currently registered with Raymond James & Associates, Inc. in Coral Gables, FL. Elizabeth has a broad range of experience in the financial services industry, having previously worked with Wells Fargo Clearing Services, LLC, EFG Capital International, Citigroup Global Markets Inc., CitiCorp Investment Services and Dresdner Lateinamerika Financial Advisors LLC. Elizabeth holds Series 7, Series 63 and SIE licenses. Elizabeth's areas of expertise include: Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of Other Advisers.
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.
Please see note in schedule d - miscellaneous
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
07/28/2021 - Present
Raymond James & Associates, Inc. (Coral Gables FL)
FL
11/18/2016 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
04/14/2016 - 11/28/2016
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
07/11/2014 - 06/19/2015
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
06/04/2008 - 07/07/2014
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
05/29/2007 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/08/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
07/21/2004 - 07/28/2005
DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC (MIAMI FL)
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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