Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Gordon is a financial advisor who has been in the industry since May 10, 2014. Elizabeth is currently registered with Stifel, Nicolaus & Company, Inc. in Morristown, NJ. Elizabeth has been with Stifel, Nicolaus & Company, Inc. since February 5, 2016. Prior to that, Elizabeth worked at BARCLAYS CAPITAL INC. and MORGAN STANLEY & CO. LLC. Elizabeth holds the Series 99 and the SIE licenses. Elizabeth specializes in providing financial planning, portfolio management, and pension consulting 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.
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
NJ
02/05/2016 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NY
02/11/2015 - 12/17/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/05/2013 - 01/23/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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