Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Goeltz is a financial advisor with Centaurus Financial, Inc. Elizabeth has been in the financial services industry for over 18 years, specializing in financial planning, portfolio management, and pension consulting. Elizabeth holds the Series 63, 65, and 7 licenses as well as the SIE designation. Elizabeth is a Certified Financial Planner. Elizabeth has experience working with high net worth individuals, corporations and other businesses, and individuals. Elizabeth works from Centaurus Financial, Inc.'s offices in Henderson, Kentucky and Anaheim, California.
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.
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2
KY
09/28/2020 - Present
Centaurus Financial, Inc. (HENDERSON KY)
KY
03/02/2011 - 09/22/2017
H. BECK, INC. (HENDERSON KY)
IN
06/01/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (EVANSVILLE IN)
IN
06/03/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EVANSVILLE IN)
IA
Issued 12/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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