Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Garry has been in the financial industry since 1989 and is a registered representative with Morgan Stanley. Elizabeth has a wide range of experience, having worked for firms such as Jefferies & Company, Inc. and Investors Center, Inc. Elizabeth holds multiple licenses including Series 3, 4, 7, 63 and 66. Currently, Elizabeth is licensed and registered in multiple states to provide investment advice. Elizabeth is an experienced professional and can offer a wide range of financial services to her clients.
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
NJ
04/15/2020 - Present
Morgan Stanley (Lawrenceville NJ)
NY
03/27/1989 - 12/16/1999
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/20/1988 - 01/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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