Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Basinger Stevens is a financial advisor with over 37 years of experience in the financial services industry. Elizabeth has a wide range of experience in the financial services industry, having worked with numerous firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., and Coastal Equities, Inc. Elizabeth is currently registered with LPL Financial LLC and is licensed to provide financial advice in multiple states across the country.
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.
Consulting and other non-discretionary advisory services
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
TX
04/28/2023 - Present
LPL Financial LLC (BUDA TX)
TX
01/30/2023 - 02/08/2023
HINES SECURITIES, INC. (HOUSTON TX)
DE
01/12/2022 - 09/16/2022
COASTAL EQUITIES, INC. (WILMINGTON DE)
TX
04/30/2019 - 01/18/2022
NEXTREND SECURITIES, INC. (AUSTIN TX)
TX
06/02/2014 - 04/02/2019
SANDLAPPER SECURITIES, LLC (Austin TX)
TX
07/02/2012 - 04/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
08/07/2002 - 07/02/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (DRIPPING SPRINGS TX)
TX
03/08/2000 - 10/19/2001
NFP SECURITIES, INC. (AUSTIN TX)
FL
01/17/1991 - 12/23/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
WI
05/23/1988 - 01/18/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/29/1985 - 06/01/1988
PAINEWEBBER INCORPORATED
NA
12/04/1984 - 11/05/1985
RAYMOND JAMES & ASSOCIATES, INC.
NA
08/21/1984 - 11/28/1984
INVESTMENT MANAGEMENT & RESEARCH, INC
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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