Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Hartwig is a financial advisor with Stifel, Nicolaus & Company, Inc. Elizabeth has been in the financial industry since 1998 and has been registered with FINRA since 2011. Elizabeth holds the Series 7 and Series 63 securities licenses, and the SIE exam. Elizabeth is also a registered investment advisor representative in Ohio and Texas. Elizabeth is committed to providing her clients with personalized financial advice and guidance. Elizabeth specializes in providing financial planning, portfolio management, and retirement planning services. Elizabeth is also a member of the Canfield Wrestling Club Board of Directors where she is the treasurer. Elizabeth has a strong track record of success in helping her clients achieve their financial goals.
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
OH
01/19/2022 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
08/10/1998 - 03/10/2009
BUTLER, WICK & CO., INC. (CANFIELD OH)
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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