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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvira? Claim Your ProfileElvira Portera is a financial advisor at UBS Financial Services Inc., a firm with over $50 billion in assets under management. Elvira Portera has been in the industry for over eight years and has a strong background in providing investment advice to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Elvira Portera holds the Series 6, 7, 63 and 66 licenses. She is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning.
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
MI
06/09/2023 - Present
UBS Financial Services Inc. (PLYMOUTH MI)
TX
02/24/2021 - 07/01/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IL
03/09/2018 - 03/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/29/2017 - 05/26/2017
MORGAN STANLEY (CHICAGO IL)
IL
09/01/2015 - 12/21/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2015
Series 6 - Investment Company Products/Variable Contracts 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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