Eloisa Vela
Chief Operations Officer at Mission Financial Planners, Llc
Based in San Antonio, United States
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Seniority
C-Team
Department
Operations
Location
San Antonio
Industry
Financial Services
Company size
3
Contact information
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e•••••••@missionfinancialplanners.com
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Background
About Eloisa Vela
Bilingual securities licensed Administrative Assistant with extensive experience in the administrative field. Provided quality and efficient administrative support for over eight years, particularly in financial services, health care, and real estate. A self-motivated and team player with excellent organizational skills, dedicated to building strong working relationships. Provided outstanding administrative support to branch manager and advisors for over 6 years. Effectively managed the sales office daily operations including performing supervisory duties, approving and processing life insurance applications and investment transactions. Implemented and streamlined office processes to improve office workflow and assist the advisors accomplish their goals. Approachable and personable, my passion is to contribute, provide excellent support, and make a difference. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Mission Financial Planners LLC and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
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