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Financial Consultant
Investment Adviser
Digital Assets Trader
Stock Broker
Elizabeth Joan Vella

Professional Stock Broker & Investment Adviser

Throughout the course of my career, I have been registered with five prestigious investment firms, passed six brokerage examinations and gotten accreditation with licenses in about fifty-two states in the US. Click on the button below to send a message if you're interested in effectively improving the profit accumulation percentage of your Investment portfolio.

Elizabeth Joan Vella

My Premium Services

01/

Investment Adviser

Personal Financial Consulting

03/

Investment Adviser

Family & Welfare Asset Advisory

04/

Elizabeth Joan Vella

Premium Financial Consultant & Licensed Stock Broker

1,500

Portfolios Handled

100%

Client Satisfaction

100%

FINRA

SRO Registration

100%

New York Stock Exchange

SRO Registration

100%

Nasdaq Stock Market

SRO Registration

Work Experience

EQUITABLE ADVISORS, LLC
(CRD# 6627)

2022 - Present
(3 years)

Stock Broker | Investment Adviser

.

FORESIDE FINANCIAL SERVICES, LLC
(CRD# 148477)

2022 - 2022
(less than 1 year)

Stock Broker

.

CBIS FINANCIAL SERVICES, INC.
(CRD# 20872)

2000 - 2021
(21 years)

Stock Broker

.

LIBERTY FUNDS DISTRIBUTOR, INC.
(CRD# 30683)

1998 - 1999
(1 year)

Stock Broker

.

RAYMOND JAMES & ASSOCIATES, INC.
(CRD# 705)

1997 - 1998
(less than 1 year)

Stock Broker

Elizabeth Joan Vella

Some Clients Reviews

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Trading without guidance in the financial markets is risky & quite unprofitable, I found out the hard way. Luckily enough, I stumbled across Elizabeth's website and contacted her; within two months, my trading portfolio & investment options started to surprisingly improve after a long streak of losses.

Galif Fauwind Software Engineer

I got in contact with Liz Joan through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.

Maggie PhilipsSchool Teacher

I totally enjoying working with Elizabeth Joan Vella, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.

Sally JEvent Planner

I found my way to Elizabeth Joan during the COVID pandemic, I had lost so much trading at home because I had no solid background on the concept of trading & investments. Liz literally showed me the ropes step by step, and now I can comfortably trade on my own.

Ali FergusonEstate Developer

4.9

Rating

500+

Client Reviews

Elizabeth Joan Vella

My Examinations

Series 65 - Uniform Investment Adviser Law Examination

State Securities Law Exam

  • Jun 02, 2023
Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

  • Aug 28, 1998
SIE - Securities Industry Essentials Examination

General Industry/Products Exam

  • Oct 1, 2018
Series 7 - General Securities Representative Examination

General Industry/Products Exams

  • May 09, 2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination

General Industry/Products Exams

  • Dec 03, 1997
Series 24 - General Securities Principal Examination

Principal/Supervisory Exams

  • Dec 30, 2002

I can effectively improve the overall financial outlook of your Investment Portfolio!

Contact Me

Let's Discuss Business

Kindly select your preferred Time & Date indicated in the form to schedule an introductory call. I can help assess your financial status, understand your financial goals and create a tailored financial plan to achieve those goals.

contact@elizabethjoanvella.me