Elaine King Fuentes
Professional summary
Elaine King Fuentes, CFP®, who also goes by Elaine King, Elaine King-fuentes, Elaine King Fuentes, is a registered financial advisor currently at FAMILY AND MONEY MATTERS located in Coral Gables, Florida.
Elaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Elaine has worked at 7 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elaine King Fuentes's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
July 9, 2021 - Present
FAMILY AND MONEY MATTERS
Office #1: 4531 Ponce De Leon Boulevard Suite 200, Coral Gables, FL 33146July 31, 2018 - August 1, 2019
WEALTH SOLUTIONS USA, LLC
December 9, 2013 - August 19, 2016
WE FAMILY OFFICES
July 20, 2012 - May 31, 2013
BESSEMER INVESTOR SERVICES, INC.
August 31, 2011 - January 27, 2012
MEIRA WEALTH
May 3, 2001 - January 6, 2004
COUTTS SECURITIES INC.
August 5, 1997 - March 22, 1999
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2021)
Exams
Current Firm
FAMILY AND MONEY MATTERS
CRD#: 313222 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 16,010,000 |
Red Flags
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Company Information
FAMILY AND MONEY MATTERS
CRD#: 313222Coral Gables, FL 33146TRUST BUT VERIFY
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