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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Coello is a financial advisor registered with Morgan Stanley. Elizabeth is licensed to provide investment advice in Texas. Elizabeth has been working in the industry since August 1999 and has a long history of experience. Elizabeth is a registered representative with FINRA and has a current series 7, 6 and 63 licenses. Elizabeth provides a variety of financial planning and investment services, including asset allocation advice, portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/10/2016 - Present
Morgan Stanley (Houston TX)
TX
03/19/2009 - 08/09/2016
NEUBERGER BERMAN LLC (HOUSTON TX)
TX
06/16/2008 - 03/10/2009
STANFORD GROUP COMPANY (HOUSTON TX)
TX
08/10/2000 - 06/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
04/01/1999 - 03/28/2000
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 10/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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