Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Mays is a financial advisor with over 20 years of experience in the industry. Elisabeth is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ and holds Series 7, 9, 10, 24, 52, 53, 79, 99, and SIE licenses. Elisabeth specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/21/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/01/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/01/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/01/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
08/31/2017 - 11/29/2022
HUB INTERNATIONAL INVESTMENT SERVICES INC. (CONCORD CA)
CA
02/10/2015 - 11/23/2015
FOOTHILL SECURITIES, INC. (Santa Clara CA)
CA
04/04/2013 - 09/04/2014
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
11/09/2012 - 04/04/2013
BURRILL SECURITIES (SAN FRANCISCO CA)
CA
07/31/2007 - 05/14/2012
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
09/15/2006 - 07/30/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (PLEASANT HILL CA)
CA
06/06/2002 - 09/01/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
09/26/2000 - 01/10/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
02/16/2000 - 06/05/2000
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
05/19/1999 - 02/15/2000
E*OFFERING (SAN FRANCISCO CA)
CA
09/01/1998 - 04/19/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
CA
12/23/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
MO
05/02/1997 - 12/05/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/14/1995 - 05/09/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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