Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Ann Saghi is an investment advisor representative at Avalan, LLC. She has been in the industry since 1980. Elizabeth is licensed in California. Elizabeth has a wide range of experience in the financial industry. She has held positions at several prominent firms, including Dean Witter Reynolds Inc., Hambricht & Quist Incorporated, and Paribas Corporation. Elizabeth is a Certified Financial Planner. She offers a variety of financial planning services, including investment advice, financial planning, educational seminars and selection of other advisors. Elizabeth's firm manages assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
09/25/2017 - Present
Avalan, LLC (SANTA BARBARA CA)
NY
03/05/1997 - 06/29/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
09/24/1991 - 08/04/1992
HAMBRECHT & QUIST INCORPORATED (SAN FRANCISCO CA)
NY
10/22/1990 - 04/09/1991
PARIBAS CORPORATION (NEW YORK NY)
NA
03/11/1983 - 03/03/1986
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
03/18/1982 - 02/07/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/24/1980 - 07/17/1981
DEAN WITTER REYNOLDS INC.
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 10/26/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
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