Unclaimed
Elizabeth Crutchfield is a financial advisor with Fidelity Brokerage Services LLC, a firm she joined on April 26, 2021. Elizabeth has a background in the financial services industry, having previously worked at Sanford C. Bernstein & Co., LLC. Elizabeth holds the Series 66, Series 63, Series 7 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.
1
2
MA
04/26/2021 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
TX
05/26/2015 - 06/03/2019
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
BOTH
Issued 07/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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