My business, Everlasting Wealth Strategies LLC, provides solutions to those looking to make their financial dreams become a reality. I come with over 30+ years working in the financial industry. My priority and commitment is to provide superior customer service along with providing strategies for my clients that are most suitable for their financial goals and objectives.
I currently maintain my life, health, annuity, Series 7 (General Security Representative), and Series 63 (Uniform Securities Agent State Law) & 66 (Uniform Investment Advisor – Combined State Laws) license. I am a current member of NAIFA.org, President of the Coral Springs-Parkland Rotary Club, and a member of Zonta Deerfield Beach & International club.
I have a strong faith and love for God and during my personal time, I enjoy singing in my church choir, volunteering for organizations close to my heart, and spending time with my family and friends especially anywhere in, near, or on the water.
“Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080
I have a blended experience of operational support, project management, and client satisfaction. With a bachelors degree in Hospitality Management and minor in Business Administration, I have a passion for people and operations. My background experience is in a mix of areas such as HR, Business Operations, and Marketing Operations.
I was born in Colombia, but came here when I was three so I am fluent in English & Spanish.
When I am not working, I love spending time with my newly wed husband and my 1 year old mini Bernedoodle puppy.
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Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave., Suite 1, Summit, NJ 07901. 303-797-9080.
This is not an offer to sell or a solicitation to buy in any state the representative is not securities registered and insurance licensed in.
Securities and Investment Advisory Disclaimer:
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave., Suite 1, Summit, NJ 07901. 303-797-9080.
FORM CRS:
For TLG:
https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf
For TGLA
https://tlgadvisors.net/wp-content/uploads/2023/08/1-CRS-IA-Rev-1.pdf.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Elisa Rojas at (954) 249-3032 or elisa@everlastingwealthstrategies.com.
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