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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Olney is an active advisor with Morgan Stanley, a large investment firm with over $1 trillion in assets under management. Elizabeth has a strong history in the financial services industry, having worked in the field since 1992. She has a wide range of experience and licenses, including Series 63, 65, 66, and 7, and the SIE exam. Elizabeth specializes in advising individuals, businesses, and institutions on a variety of investment products and services. She is also a Registered Representative in multiple states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MA
04/08/2020 - Present
Morgan Stanley (Wellesley MA)
RI
09/17/1993 - 11/23/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
05/11/1992 - 08/13/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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