Unclaimed
Elizabeth Gretz is a registered representative with Bofa Securities, Inc. in New York, NY. Elizabeth has been in the securities industry since August 22, 2011, and has held previous positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Elizabeth is licensed to sell securities in New York.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/22/2011 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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