Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Huey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has been in the industry since June 16, 1994. Elizabeth is licensed in 43 states and is a registered representative of FINRA. Elizabeth also has a Series 66 license, which allows her to provide investment advice to individuals and families. Elizabeth has a wide range of experience in the financial services industry. Elizabeth has worked with a variety of clients, including individuals, families, businesses, and institutions. Elizabeth provides a range of financial services, including investment management, financial planning, and retirement planning. Elizabeth is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MN
02/13/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMINGTON MN)
MN
02/22/1980 - 08/26/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 01/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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