Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eslia? Claim Your ProfileEslia McKelvey is a registered representative with Citigroup Global Markets Inc. since May 2007. Eslia has been in the securities industry since July 1994. Eslia holds FINRA registrations for Series 7, Series 63 and SIE and is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, Ohio, Puerto Rico, South Carolina, Tennessee, Texas and Virginia. Eslia also holds a Series 65 license and is registered with the state of Florida as an Investment Advisor Representative. Eslia's areas of specialization are investment advisory, financial planning, portfolio management for individuals and businesses, and providing security ratings. Eslia also works as a Vice President at WESLIA INC. in Miami, FL.
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.
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.
Asset allocation advice
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.
1
2
FL
12/06/2012 - Present
Citigroup Global Markets Inc. (CORAL GABLES FL)
FL
08/01/1994 - 05/29/2007
CITICORP INVESTMENT SERVICES (CORAL GABLES FL)
IA
Issued 12/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eslia McKelvey is the right advisor for you? Invested Better is here to help.
