Unclaimed
Elizabeth Bryant is a financial advisor with Raymond James & Associates, Inc. in Savannah, Georgia. Elizabeth has been in the financial industry since 2005. Elizabeth has a broad range of experience in providing financial advice and services to individuals, businesses, and institutions. Elizabeth is registered with FINRA and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Elizabeth is also registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
GA
11/09/2023 - Present
Raymond James & Associates, Inc. (SAVANNAH GA)
SC
06/14/2023 - 11/10/2023
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
SC
04/28/2009 - 06/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILTON HEAD ISLAND SC)
SC
09/28/2005 - 04/17/2009
WACHOVIA SECURITIES, LLC (HILTON HEAD SC)
BOTH
Issued 11/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
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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