Unclaimed
Elizabeth Tarter is a financial advisor with Lincoln Financial Distributors, Inc. Elizabeth has been in the financial services industry since 1995. Elizabeth is registered with the state of Pennsylvania. She is a Series 7, Series 26 and Series 66 licensed financial advisor.
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.
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.
1
2
PA
01/13/2010 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NY
08/08/1995 - 07/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/1993 - 06/26/1995
MERRILL LYNCH FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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