Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Hall Smith is a registered representative with Alliancebernstein LP in Philadelphia, Pennsylvania. Elizabeth has been in the industry since December 2018. She holds the Series 66, Series 7, Series 31, and SIE licenses. She is currently registered in Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New Jersey, Pennsylvania, South Carolina, and Virginia. Prior to joining Alliancebernstein LP, Elizabeth worked at Sanford C. Bernstein & Co., LLC., Sage Financial Group, and Villanova University School of Law.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/10/2019 - Present
Alliancebernstein LP (Philadelphia PA)
BOTH
Issued 01/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2018
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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