Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Butler is a financial advisor with over 17 years of experience in the industry. Elizabeth is currently registered with Fisher Retirement Solutions LLC and is licensed to provide investment advisory services in Texas. Elizabeth has previously worked at firms such as Liberty Partners Financial Services, LLC, TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E*TRADE Securities LLC. Elizabeth holds the Series 65, 66, 7, 24, and SIE licenses. Elizabeth is a Registered Representative, General Securities Principal and Investment Adviser Representative with Fisher Retirement Solutions LLC and focuses on providing investment advisory services to individuals, businesses, corporations, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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TX
09/05/2024 - Present
Fisher Retirement Solutions LLC (PLANO TX)
NC
01/08/2020 - 01/18/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NJ
07/15/2010 - 05/22/2019
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
06/13/2005 - 03/02/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
09/24/2004 - 03/24/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 10/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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