Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Cabot is a financial advisor with over 14 years of experience in the securities industry. Elizabeth is currently registered with Wells Fargo Securities, LLC and is licensed to conduct business in 53 states and the District of Columbia. Elizabeth has a strong background in investment banking, having previously worked at Citigroup Global Markets Inc. Elizabeth holds the Series 7, 79, and SIE licenses.
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.
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2
NM
02/06/2013 - Present
Wells Fargo Securities, LLC (SANTA FE NM)
NY
10/17/2005 - 06/22/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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