Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zelma? Claim Your ProfileZelma Collazo is a financial professional with over 15 years of experience in the industry. Zelma currently holds a Series 7, Series 24, Series 27, and Series 99TO licenses. Zelma works at Wells Fargo Clearing Services, LLC in ST. LOUIS, MO. Prior to that, Zelma was with ELEFANT MARKETS in SALT LAKE CITY, UT, CITI INTERNATIONAL FINANCIAL SERVICES LLC in SAN JUAN, PR, ORIENTAL FINANCIAL SERVICES CORP. in SAN JUAN, PR, OFS SECURITIES, INC. in HATO REY, PR, and SAMUEL A RAMIREZ & CO., INC. in NEW YORK, NY.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/04/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
07/17/2017 - 04/28/2020
ELEFANT MARKETS (SALT LAKE CITY UT)
PR
02/13/2014 - 07/18/2017
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
08/08/2013 - 01/10/2014
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
PR
08/05/2005 - 08/08/2013
OFS SECURITIES, INC. (HATO REY PR)
NY
07/01/2005 - 08/01/2005
SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)
BC
Issued 12/22/2022
Series 14 - Compliance Officer Examination
BC
Issued 07/27/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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