Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lachanski is an active advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has been in the industry since 1990 and is currently registered in North Carolina, South Carolina, and Texas. Previously, Elizabeth worked at Smith Barney Inc., Lehman Brothers Inc., and Shearson Lehman Hutton Inc.
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
NC
12/06/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NY
07/31/1993 - 09/03/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
10/27/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/25/1988 - 06/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BC
Issued 06/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
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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