Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Garnto is a financial advisor with Vanguard Advisers, Inc. She is based in Malvern, Pennsylvania and has been in the financial industry since 2004. Elizabeth holds the Series 7, 7TO, 24, 63, 65 and 66 licenses. She has previously worked at Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., and UBS Financial Services Inc. Elizabeth is also licensed to sell life and health insurance. Elizabeth can provide services to individuals and businesses including financial planning, selection of other advisors, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/09/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
11/04/2011 - 01/30/2014
MORGAN STANLEY (ALLENTOWN PA)
PA
07/10/2007 - 04/14/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHLEHEM PA)
PA
03/01/2005 - 07/10/2007
RYAN BECK & CO. (BETHLEHEM PA)
NJ
04/30/2001 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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