Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Munday is a financial professional with over 20 years of experience in the financial services industry. Elizabeth is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Elizabeth holds multiple licenses and designations, including Series 7, Series 24, and Series 63. Elizabeth provides financial planning, investment management, and selection of other advisors to individuals and corporations. Elizabeth is committed to providing personalized service and 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
11/19/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
06/09/2017 - 11/01/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
01/22/2013 - 04/11/2017
LPL FINANCIAL LLC (STATESVILLE NC)
NC
03/03/2009 - 12/31/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CORNELIUS NC)
NC
07/18/2007 - 03/05/2009
QUESTAR CAPITAL CORPORATION (CORNELIUS NC)
NC
12/13/2004 - 07/11/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
GA
09/16/2004 - 12/08/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NC
03/18/2003 - 09/14/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
07/13/2000 - 03/04/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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