Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Anderson is a financial advisor with Concourse Financial Group Securities, Inc. Elizabeth has been in the industry since 1992 and has experience working with individuals, corporations, and trusts. Elizabeth is a registered representative and investment advisor representative in Alabama. Elizabeth is committed to providing her clients with personalized financial advice to help them reach their financial goals. She has a wide range of experience, and her firm offers several services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
AL
07/07/2016 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
MO
04/06/2016 - 07/06/2016
EDWARD JONES (ST. LOUIS MO)
AL
07/08/2015 - 03/31/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)
AL
06/29/2007 - 03/31/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
MA
11/09/2005 - 06/13/2007
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
AL
07/11/2002 - 10/17/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
10/11/2000 - 07/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
02/07/1992 - 08/28/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/19/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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