Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Haley Stahl is an Investment Advisor Representative at Allen Investment Management, LLC. Elizabeth has been in the securities industry since 2008. She holds the Series 7 and Series 63 securities licenses. Elizabeth has a background in wealth management and specializes in providing customized wealth management services for high net worth individuals and families. Elizabeth is a Chartered Financial Analyst. Elizabeth worked at Allen & Company from 2014 to 2023. Elizabeth's previous employment was with Barclays Capital 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Customized wealth management services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
03/31/2023 - Present
Allen Investment Management, LLC (NEW YORK NY)
NY
10/17/2008 - 07/23/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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