Eloisa Vela
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Investment Services LLCJun 2025 to now
- Kestra Advisory Services, LLCJan 2023 to Mar 2025
- Kestra Investment Services, LLCJan 2023 to Mar 2025
- UnemployedNov 2022 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Nov 2022
- UnemployedJul 2021 to Aug 2021
- Various Insurance Carriers for W&r Insurance AgenciesMar 2020 to Jul 2021
- Waddell & Reed, Inc.Mar 2020 to Jul 2021
- UnemployedJan 2020 to Mar 2020
- Thrivent Investment Management IncNov 2019 to Jan 2020
- UnemployedAug 2019 to Nov 2019
- Foresters Advisory ServicesFeb 2018 to Jun 2019
- Foresters Financial Services, Inc.Mar 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6167151
- Firm CRD
- 105644