Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Goldthwaite is a financial advisor with over 38 years of experience in the industry. Elizabeth is currently registered with Morgan Stanley and holds Series 7, 63 and 65 licenses. Elizabeth also holds the SIE designation. Previously, Elizabeth was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and Butler, Wick & Co., Inc. Elizabeth is registered in 20 states for securities and investment advisory services.
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
OH
12/02/2016 - Present
Morgan Stanley (Akron OH)
OH
10/01/2008 - 12/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUDSON OH)
OH
10/30/1998 - 10/02/2008
WACHOVIA SECURITIES, LLC (KENT OH)
OH
02/21/1986 - 11/11/1998
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
NA
05/26/1983 - 03/11/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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