Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Cruz is an investment advisor representative with Empower Advisory Group, LLC. Elizabeth has been in the industry since 2020 and holds the Series 66, Series 7TO, and SIE licenses. Elizabeth's previous experience includes working as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elizabeth focuses on financial planning and portfolio management for individuals. Elizabeth works with clients in Florida and Colorado.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/31/2023 - Present
Empower Advisory Group, LLC (Kissimmee FL)
FL
08/05/2020 - 06/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
BOTH
Issued 09/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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