Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Fell is a financial advisor with over 28 years of experience in the industry. She is currently registered with Jefferies Investment Advisers LLC and has been with the firm since 2013. Before joining Jefferies Investment Advisers LLC, Elizabeth worked at Leucadia Asset Management LLC. Elizabeth has a broad range of experience, having worked with a variety of clients, including individuals, corporations, and pension plans. Her areas of specialization include financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
NY
05/24/2023 - Present
Jefferies Investment Advisers LLC (NEW YORK NY)
NY
09/22/2008 - 12/20/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/03/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/14/1999 - 03/23/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/10/1993 - 09/23/1999
J.J. KENNY DRAKE, INC. (NEW YORK NY)
BOTH
Issued 06/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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