Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Coolidge is a financial professional with over 30 years of experience in the industry. Elizabeth is currently registered with Oppenheimer & Co. Inc. and has previously held positions with UBS Financial Services Inc., PNC Capital Markets LLC, and Lehman Brothers Inc., among others. Elizabeth holds multiple licenses and certifications, including Series 7, Series 24, Series 52, Series 53, Series 63, and Series 65. Elizabeth specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/24/2024 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
08/15/2017 - 01/31/2024
UBS FINANCIAL SERVICES INC. (Chicago IL)
IL
02/28/2013 - 08/08/2017
PNC CAPITAL MARKETS LLC (CHICAGO IL)
IL
02/14/2008 - 03/06/2013
SIEBERT, BRANDFORD, SHANK & CO., L.L.C. (CHICAGO IL)
IL
07/12/2000 - 02/27/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
IL
10/15/1999 - 03/17/2000
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
08/04/1997 - 10/13/1999
SIEBERT, BRANDFORD, SHANK & CO., L.L.C. (NEW YORK NY)
NY
10/17/1996 - 08/04/1997
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
CA
10/03/1995 - 10/23/1996
GRIGSBY, BRANDFORD & CO., INC. (SAN FRANCISCO CA)
WA
09/08/1992 - 09/14/1995
SMITH MITCHELL INVESTMENT GROUP INC. (SEATTLE WA)
IL
09/11/1990 - 12/16/1992
RODMAN & RENSHAW INC. (CHICAGO IL)
IA
Issued 04/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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