Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eloisa? Claim Your ProfileEloisa Vela is a financial advisor with Kestra Advisory Services, LLC. Eloisa has been in the financial industry since 2013 and holds several licenses and certifications. Eloisa is currently licensed in Texas and Nevada, and is registered as a Registered Representative (RR) with FINRA. Eloisa previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Waddell & Reed, and Thrivent Investment Management Inc. Eloisa provides financial planning, portfolio management, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/09/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/05/2021 - 11/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
03/06/2020 - 07/21/2021
WADDELL & REED (SAN ANTONIO TX)
TX
11/07/2019 - 02/07/2020
THRIVENT INVESTMENT MANAGEMENT INC. (SAN ANTONIO TX)
TX
07/26/2013 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 02/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/19/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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