Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvia? Claim Your ProfileElvia Galicia is a financial advisor with over 20 years of experience in the industry. Currently, Elvia is registered with TIAA-CREF Individual & Institutional Services, LLC and is located in West New York, NJ. Elvia has previously worked with a number of firms including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley Distribution, Inc. and T. Rowe Price Investment Services, Inc.. Elvia holds several licenses and certifications including Series 6, 7, 63, and 65 and the SIE exam. Elvia specializes in providing 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
09/09/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (West New York NJ)
NY
06/01/2009 - 09/25/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
05/15/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NJ
12/19/2006 - 05/25/2007
MORGAN STANLEY DISTRIBUTION, INC. (JERSEY CITY NJ)
NY
10/12/2004 - 01/31/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
03/08/2000 - 10/05/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MD
03/27/1997 - 12/08/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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