Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Staaland is a financial professional with over 3 years of experience in the financial services industry. Elizabeth is currently a Registered Representative at Tiaa-Cref Individual & Institutional Services, LLC where she has worked since January 2018. Prior to her current position, Elizabeth was employed by Stifel, Nicolaus & Company, Incorporated. Elizabeth holds Series 27, SIE and Series 99 licenses and is a Registered Representative and Investment Advisor Representative with the firm.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
IL
01/10/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
MO
02/01/2013 - 07/14/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 08/26/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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