Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Green is a financial advisor with over 14 years of experience in the financial services industry. Elizabeth is currently registered with Raymond James & Associates, Inc. in Lakewood Ranch, FL. Elizabeth has a strong background in providing financial advice to individuals, corporations, and retirement plans. Elizabeth holds the Series 6, 7, 26, 31, 63, and 65 licenses. Elizabeth is also a Certified Financial Planner. Elizabeth provides a variety of financial services to her clients, including financial planning, portfolio management, and retirement planning.
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.
Please see note in schedule d - miscellaneous
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
02/12/2024 - Present
Raymond James & Associates, Inc. (LAKEWOOD RANCH FL)
FL
05/17/2021 - 02/13/2024
LPL FINANCIAL LLC (SARASOTA FL)
FL
02/17/2021 - 05/17/2021
TRUIST INVESTMENT SERVICES, INC. (SARASOTA FL)
VA
01/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
12/20/2010 - 12/26/2018
MORGAN STANLEY (BRADENTON FL)
GA
07/28/2006 - 06/20/2007
SUNTRUST INVESTMENT SERVICES, INC. (LAWRENCEVILLE GA)
IA
Issued 05/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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