Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Andes Brown is a financial advisor with over 20 years of experience in the financial services industry. She is a registered representative of Cetera Investment Advisers LLC and has held previous positions with firms such as BB&T Securities, LLC, SunTrust Investment Services, Inc., and BB&T Investment Services, Inc. Elizabeth holds a Series 7, 24, and 66 license. Elizabeth is a Certified Trust and Financial Advisor (CTFA), and is committed to providing personalized financial planning and investment management services to her clients. She specializes in a variety of areas including retirement planning, college savings, estate planning, and insurance 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.
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.
1
2
MD
05/01/2024 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
03/19/2019 - 11/19/2019
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
01/02/2018 - 12/31/2018
BB&T SECURITIES, LLC (BALTIMORE MD)
MD
01/27/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
06/14/2000 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 6/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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