Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Bell is a financial professional with over 20 years of experience in the industry. Elisabeth currently works with Stifel, Nicolaus & Company, Inc. based in FT. PIERCE, FL. Prior to joining Stifel, Nicolaus & Company, Inc. Elisabeth worked at Oppenheimer & Co. Inc. , Morgan Stanley, Citigroup Global Markets Inc., Charles Schwab & Co., Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Legend Equities Corporation, and Dreyfus Service Corporation. Elisabeth is registered with the state of Florida and holds the Series 63, Series 10, Series 9, Series 24, SIE, and Series 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (FT. PIERCE FL)
FL
09/24/2019 - 03/27/2020
OPPENHEIMER & CO. INC. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 09/23/2019
MORGAN STANLEY (WEST PALM BEACH FL)
FL
05/21/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
09/25/2007 - 05/27/2008
CHARLES SCHWAB & CO., INC. (WEST PALM BEACH FL)
FL
12/18/2006 - 09/17/2007
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
12/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
FL
09/22/2006 - 09/29/2006
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
07/20/2006 - 09/08/2006
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
07/20/2006 - 09/08/2006
METROPOLITAN LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
NY
10/11/1999 - 03/27/2006
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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