Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Chabin is a registered representative with Cambridge Investment Research Advisors, Inc. Elizabeth has been in the financial services industry since 2009. Elizabeth has passed the Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE and Series 7 exams. Elizabeth is currently registered in 39 states, including Texas where Elizabeth is registered with both Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Elizabeth is also registered as an Investment Advisor Representative in Texas. Elizabeth is an active member of 100 Women of the Coastal Bend. Elizabeth is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisors, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
04/26/2017 - Present
Cambridge Investment Research Advisors, Inc. (Corpus Christi TX)
KS
11/19/2010 - 02/22/2016
WADDELL & REED (OVERLAND PARK KS)
KS
05/05/2008 - 11/08/2010
WELLS FARGO ADVISORS, LLC (LAWRENCE KS)
BOTH
Issued 04/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2011
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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