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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Trevino is a financial advisor with Fidelity Personal And Workplace Advisors. Elizabeth has been in the financial services industry since 2006. Elizabeth has a Series 6, 7, 63, 65 and SIE. Elizabeth is registered to provide advisory services in California and Texas. Elizabeth has experience working for Charles Schwab & Co., Inc. and USAA Investment Management Company. Elizabeth Trevino currently works out of the Moraga office in California.
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.
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
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (MORAGA CA)
TX
05/17/2014 - 08/21/2014
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
06/10/1991 - 06/25/1997
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NA
05/25/1983 - 05/22/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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