Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Owens is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has been in the industry since April 2019. Elizabeth is registered in 32 states and holds the Series 7TO, Series 66, and SIE exams. Elizabeth is active in both the broker-dealer and investment advisory spaces. Elizabeth is licensed with the following firms: Merrill Lynch, Pierce, Fenner & Smith Inc., and Bank of America N.A. Elizabeth specializes in providing investment advice to insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MO
01/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLAYTON MO)
BOTH
Issued 05/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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