Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Obrien is a financial advisor with Calton & Associates, Inc. Elizabeth has been in the financial services industry since 1991. Elizabeth is licensed to provide financial advice in the state of Florida. Elizabeth is registered with FINRA and has her Series 7, Series 6, Series 24, Series 26, and Series 53 licenses. Elizabeth specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension plans. Elizabeth is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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.
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.
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2
FL
07/19/2024 - Present
Calton & Associates, Inc. (TAMPA FL)
IL
04/19/2017 - 08/17/2018
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
NY
11/15/2013 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NJ
11/28/2005 - 08/02/2012
METLIFE SECURITIES INC. (CRANFORD NJ)
NJ
11/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
03/20/1984 - 12/31/2005
CITISTREET EQUITIES LLC (WOODBRIDGE NJ)
IA
Issued 06/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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