Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvia? Claim Your ProfileElvia Delgadillo is a financial advisor registered with UBS Financial Services Inc. Elvia has been in the financial industry since April 2008, and has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. Elvia holds a variety of licenses and certifications, including Series 7, Series 3, Series 10, Series 24, Series 31, Series 66, and SIE. Elvia is currently registered with the state of Illinois and is active in both Broker/Dealer and Investment Advisor capacities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
05/03/2024 - Present
UBS Financial Services Inc. (Weehawken NJ)
IL
09/15/2014 - 06/14/2021
UBS FINANCIAL SERVICES INC. (NAPERVILLE IL)
FL
11/28/2008 - 09/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
IL
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
01/12/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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