Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvira? Claim Your ProfileElvira Torres is a financial advisor with Capital Synergy Partners. Elvira has been in the industry since 2008. Elvira has a Series 6, Series 63, and SIE license and specializes in portfolio management for individuals. Elvira is registered in California. Elvira was previously employed by VOYA FINANCIAL PARTNERS, LLC and AMERITAS INVESTMENT CORP.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Csp receives third party referral, selection & monitoring fees
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2
CA
07/13/2022 - Present
Capital Synergy Partners (IRVINE CA)
CT
07/05/2007 - 04/30/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CA
12/11/2006 - 06/11/2007
AMERITAS INVESTMENT CORP. (LONG BEACH CA)
BC
Issued 09/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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