Unclaimed
Salvador Elizondo is a financial advisor with over 35 years of experience in the financial services industry. Salvador is currently registered with Osaic Wealth, Inc. and Texas Wealth Management, LLC. He is also a Certified Financial Planner. Salvador is dedicated to providing comprehensive financial planning services, including investment management and retirement planning to individuals, families, and businesses. He is passionate about helping his clients achieve their financial goals.
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.
1
2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
06/10/1997 - 11/03/2023
FSC SECURITIES CORPORATION (HOUSTON TX)
AZ
06/19/1991 - 06/03/1997
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
12/08/1987 - 06/20/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
05/07/1987 - 10/28/1987
FIRST INVESTORS CORPORATION
BC
Issued 05/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1995
Series 4 - Registered Options Principal Examination
BC
Issued 01/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/10/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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