Dilia Elizabeth Medrano
Professional Summary
Dilia Elizabeth Medrano, who also goes by Dilia Elizabeth Carballo, Dilia Elizabeth Carballo-chavez, is a registered financial advisor currently at GLOBAL FINANCIAL SERVICES, L.L.C. located in Houston, Texas. Dilia is registered as a RR (Registered Representative) and started their career in finance in 2003. Dilia has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dilia Elizabeth Carballo, Dilia Elizabeth Carballo-Chavez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
GLOBAL FINANCIAL SERVICES, INC. | GLOBAL FINANCIAL SERVICES, LLC | GLOBAL FINANCIAL SERVICES, L.L.C.
Contact Information
Main Address
1330 Post Oak Blvd. Ste 2100, Houston, TX 77056-3019Mailing Address
1330 Post Oak Blvd Ste 2100, Houston, TX 77056-3019Phone Number
(713) 968-0400Established
Texas since 12/20/1994Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GFS HOLDINGS, LLC | MEMBER | — |
| CATHRINER, WILLIAM WALTER II | CHIEF COMPLIANCE OFFICER | 1686950 |
| CHAPA, GERARDO ARTURO | MANAGING DIRECTOR | 1451790 |
| GUNZENHAUSER, RADFORD MICHAEL | FINANCIAL OPERATIONS PRINCIPAL | 7253452 |
| IBARRA, JORGE EDUARDO | CHIEF OPERATING OFFICER | 3079569 |
| MEDRANO, DILIA ELIZABETH | COMPLIANCE REGISTERED OPTIONS PRINCIPAL | 4626600 |
| TELLEZ, ALFREDO | SENIOR VICE PRESIDENT & DIRECTOR | 2616322 |
| VILLARREAL GUERRA, VICTOR MANUEL | DIRECTOR | 5310319 |
Disclosures
Regulatory Event
6Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/16/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Dilia Elizabeth Medrano's CRS (Customer Relationship Summary).
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