Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Medica is a financial advisor with Avantax Advisory Services. Elvis has been in the financial services industry since 1996. He has extensive experience in the industry and holds a number of licenses and certifications. Elvis is registered in Florida and Texas. Elvis specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/18/2022 - Present
Avantax Advisory Services (DALLAS TX)
WA
04/09/2020 - 12/16/2021
LPL FINANCIAL LLC (OLYMPIA WA)
CA
02/28/2018 - 07/22/2019
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
02/28/2018 - 07/17/2019
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
02/28/2018 - 07/17/2019
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
02/28/2018 - 07/17/2019
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
02/28/2018 - 07/17/2019
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/28/2018 - 07/17/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
03/25/2015 - 01/29/2018
ASSETMARK BROKERAGE, LLC (CONCORD CA)
PA
08/02/2013 - 03/26/2015
LINCOLN INVESTMENT (FORT WASHINGTON PA)
VA
10/06/2009 - 06/07/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CO
02/11/2002 - 09/09/2009
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
OH
04/06/1999 - 01/31/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/31/1998 - 04/09/1999
VALMARK SECURITIES, INC. (AKRON OH)
OH
02/06/1997 - 07/31/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
05/23/1996 - 01/30/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/28/1994 - 03/15/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/28/1994 - 03/15/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/05/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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