Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Reilly is an investment advisor representative with Ameritas Advisory Services, LLC. Elizabeth has been working in the financial industry since 1996 and is licensed in Rhode Island. Prior to joining Ameritas Advisory Services, LLC, Elizabeth worked at Pruco Securities LLC, Horace Mann Investors, Inc., Waddell & Reed, LPL Financial LLC, MetLife Securities Inc., Allstate Financial Services, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Elizabeth holds Series 4, 7, 24, 52TO, 53, 63, 65, and SIE licenses. Elizabeth is a Chartered Financial Consultant.
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.
Solicitor fees
1
2
RI
11/01/2021 - Present
Ameritas Advisory Services, LLC (NEWPORT RI)
RI
09/08/2020 - 10/15/2020
PRUCO SECURITIES, LLC. (WARWICK RI)
IL
05/27/2015 - 08/13/2020
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
CT
05/01/2014 - 04/15/2015
WADDELL & REED (HAMDEN CT)
IL
07/11/2012 - 05/16/2014
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
CT
09/07/2011 - 06/25/2012
LPL FINANCIAL LLC (WEST HAVEN CT)
CT
02/12/2010 - 09/16/2011
METLIFE SECURITIES INC. (SHELTON CT)
CT
11/12/2008 - 02/03/2010
ALLSTATE FINANCIAL SERVICES, LLC (FARMINGTON CT)
CT
04/10/1996 - 09/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
MN
04/10/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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