Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lasco has been in the financial industry since 1999. Elizabeth is currently registered with Carter, Terry & Company, Inc. in Atlanta, GA. Elizabeth was previously registered with FORESIDE FUND SERVICES, LLC, UBS FINANCIAL SERVICES INC., EDGE CORPORATE FINANCE, LLC, GS CAPITAL MANAGEMENT, LLC, MORGAN STANLEY & CO., INCORPORATED, DEAN WITTER REYNOLDS INC., and MORGAN STANLEY & CO., INCORPORATED. Elizabeth is a Series 63 and 65 licensed professional. Elizabeth is also a Series 3, 7, 8, 9, 10 and SIE licensed professional. Elizabeth is also a registered Investment Adviser.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/29/2025 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
02/02/2021 - 12/14/2021
FORESIDE FUND SERVICES, LLC (Atlanta GA)
GA
07/16/2019 - 04/08/2020
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
03/16/2017 - 10/05/2017
EDGE CORPORATE FINANCE, LLC (ATLANTA GA)
GA
05/23/2012 - 12/02/2016
GS CAPITAL MANAGEMENT, LLC (ATLANTA GA)
GA
09/16/2008 - 10/18/2010
GS CAPITAL MANAGEMENT, LLC (ATLANTA GA)
GA
03/31/2000 - 10/23/2006
MORGAN STANLEY & CO., INCORPORATED (ATLANTA GA)
NY
04/20/1999 - 04/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/26/1994 - 04/20/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 06/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1996
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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