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Elisia Pearson

Elisia Pearson

My Mission
I am committed to helping my clients address their financial goals. I assist clients with building, preserving, and transferring their wealth in a tax efficient manner.

Services
I can help you evaluate your situation and develop strategies tailored to your individual goals and objectives. Whether your goal is to enjoy an independent retirement, pay for a child’s education, or protect your family from unexpected losses through insurance, some of the services include access to:

  • Financial Planning
  • Brokerage/Cash Management Accounts
  • Wealth Accumulation Strategies
  • Mutual Funds, Stocks, Bonds
  • Insurance Planning
  • College Planning
  • Long Term Care Insurance
  • Asset Allocation
  • Experience

My experience and knowledge make me a valuable resource. I have 20 years of experience in the financial services industry and hold the following securities registrations through LPL Financial and licenses and professional designations.

Ongoing Support
I understand that investment and retirement planning is a long-term process. I offer continued support and personal, face-to-face service. I will meet with you at your convenience to help you design, and maintain, a customized investment program.

Your future won’t wait. The first step to addressing your goals is to meet with a qualified, professional, financial advisor. Please let me help you begin the steps today toward realizing your dreams for tomorrow.

Credentials

State Securities Law Exam
Series 63 – Uniform Securities Agent State Law Examination held through LPL Financial

General Industry/Products Exam
Series 7 – General Securities Representative Examination  held through LPL Financial
Series 6 – Investment Company Products/Variable Contracts Representative Examination  held through LPL Financial

State Registrations
Texas

SRO Registrations
FINRA

Additional Licenses & Registrations
Life, Health, and Variable Annuity Insurance Agent

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Let's talk about how we can help you reach your financial goals.

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