Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Barnett is a financial advisor with Edward Jones. Elizabeth has been in the financial industry since 2001 and has experience with a variety of firms, including Morgan Keegan & Company, Inc. and Petrie Parkman & Co., Inc. Elizabeth specializes in providing financial advice to individuals, businesses, and charitable organizations. Elizabeth holds the Series 63, Series 66, Series 7, and SIE licenses and has passed the Series 55 exam. Elizabeth provides a range of financial services, including financial planning, portfolio management, and selection of other advisors. Elizabeth is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
CO
08/07/2023 - Present
Edward Jones (SUPERIOR CO)
TN
06/03/2004 - 09/16/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
CO
01/12/2001 - 04/13/2004
PETRIE PARKMAN & CO., INC. (DENVER CO)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2005
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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