Elizabeth FestejoCRD Number: 3005877
Current Firm: Cetera Advisors LLC
Elizabeth Festejo (CRD# 3005877) is an Investment Advisor Representative working at Cetera Advisors LLC in Milpitas, CA and has over 19 years of experience in the finance industry.
Three Bell Capital LLC
Prosperity Financial Group, Inc.
Skyoak Wealth Management, Inc.
|Cetera Advisors LLC||Denver, CO||May 2014 - Current||3|
|Liberty Partners Capital Management, LLC||Cheyenne, WY||Jan 2013 - May 2014||1|
|Liberty Partners Financial Services, LLC||Bakersfield, CA||Jan 2012 - May 2014||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2011 - Dec 2012||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Dec 2011 - Dec 2012||1|
|Woodbury Financial||Roseville, CA||Dec 2005 - Nov 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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