Unclaimed
Elizabeth Ashley Towler is a financial advisor at Raymond James & Associates, Inc. Elizabeth is registered with both FINRA and the Securities and Exchange Commission. Elizabeth has been in the financial services industry for over 15 years. Elizabeth began her career at Morgan Keegan & Company, Inc. Elizabeth worked at UBS Financial Services Inc. for over 13 years before joining Raymond James & Associates, Inc. Elizabeth focuses on providing financial planning, pension consulting and portfolio management services to both individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
08/27/2020 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
07/17/2007 - 09/08/2020
UBS FINANCIAL SERVICES INC. (MEMPHIS TN)
TN
12/13/2005 - 07/02/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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