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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eunice? Claim Your ProfileEunice Flores is a registered investment advisor representative with Sanctuary Advisors, LLC. Eunice has been in the financial services industry since 2008. Eunice previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp. Eunice is licensed in multiple states and holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Eunice specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, charitable organizations, 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.
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.
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2
TX
06/14/2024 - Present
Sanctuary Advisors, LLC (McAllen TX)
TX
07/21/2011 - 06/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCALLEN TX)
TX
02/22/2008 - 11/05/2010
CHASE INVESTMENT SERVICES CORP. (EDINBURG TX)
BOTH
Issued 02/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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