Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Grari is a financial advisor with Avantax Advisory Services, located in Irving, Texas. Elizabeth has been in the financial services industry since 2003. Elizabeth is registered with the state of Texas and holds a Series 63, Series 66, Series 7, Series 6, Series 52TO, Series 4, Series 53, Series 24, and SIE licenses. Elizabeth provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Elizabeth is also registered as an Investment Advisor Representative with the state of Texas. Elizabeth previously worked with Institutional Securities Corporation and Netherland Securities, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/12/2016 - Present
Avantax Advisory Services (Irving TX)
TX
03/24/2003 - 08/10/2016
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
TX
09/02/2015 - 02/08/2016
NETHERLAND SECURITIES, INC. (DALLAS TX)
BOTH
Issued 03/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2016
Series 4 - Registered Options Principal Examination
BC
Issued 06/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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