Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McElravey has over 30 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, Series 65, Series 7, and SIE licenses. Elizabeth currently works as an Investment Advisor Representative for CLG LLC dba Moran, Heising, & McElravey, LLC, a Registered Investment Advisor firm based in Long Beach, California. Elizabeth has a long history of working with individuals, high-net-worth individuals, corporations, and charitable organizations. Elizabeth's firm specializes in providing a range of financial planning services including retirement planning, investment management, and insurance. Elizabeth is committed to providing her clients with personalized, professional, and ethical financial advice.
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.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
CA
07/26/2023 - Present
CLG LLC (Torrance CA)
CA
10/10/2002 - 12/31/2023
CETERA ADVISOR NETWORKS LLC (TORRANCE CA)
FL
05/21/2002 - 07/30/2002
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
CA
01/09/1995 - 08/11/2000
ROTH CAPITAL PARTNERS, INC. (NEWPORT BEACH CA)
NY
05/31/1991 - 11/23/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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