Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Schreiber is a financial advisor with over 20 years of experience in the industry. Elisabeth has held positions at a number of prominent firms, including J.P. Morgan Securities LLC, HSBC Securities (USA) INC., Deutsche Bank Securities Inc., Raymond James & Associates, Inc., and now, Morgan Stanley. Elisabeth is registered with FINRA and holds the Series 63, 66, and 7 licenses. Elisabeth is also registered to provide investment advisory services in California and Texas. In addition to her work as a financial advisor, Elisabeth is also a partner in Schreiber Associates PointSeason LLC, an online retail services company focused on the secondary ticket market.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
08/30/2021 - Present
Morgan Stanley (Santa Barbara CA)
CA
09/06/2016 - 09/03/2021
RAYMOND JAMES & ASSOCIATES, INC. (San Francisco CA)
CA
06/07/2011 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
09/16/2010 - 01/14/2011
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
01/09/2009 - 08/18/2010
HSBC SECURITIES (USA) INC. (BEVERLY HILLS CA)
NJ
03/08/2006 - 06/30/2008
DAWNTREADER CAPITAL LLC (WEST ORANGE NJ)
NY
08/23/2002 - 10/04/2004
ROYCE FUND SERVICES, INC. (NEW YORK NY)
NY
06/15/2000 - 09/29/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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