Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Jost is a financial professional with over 30 years of experience in the industry. Elizabeth is a registered representative of Calton & Associates, Inc. and holds the Series 7, Series 24 and Series 63 licenses. Previously, Elizabeth worked for SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., INTERSECURITIES, INC., CIGNA SECURITIES, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and RAYMOND JAMES & ASSOCIATES, INC. Elizabeth specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Elizabeth is dedicated to providing her clients with personalized financial advice to help them achieve their 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/03/2011 - Present
Calton & Associates, Inc. (CLEARWATER FL)
FL
10/31/2005 - 09/02/2010
SAGEPOINT FINANCIAL, INC. (CLEARWATER FL)
AZ
02/13/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
08/20/1991 - 04/24/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
PA
08/07/1989 - 08/14/1991
CIGNA SECURITIES, INC. (RADNOR PA)
NY
09/19/1988 - 08/15/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/19/1988 - 08/15/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/21/1985 - 10/03/1988
RAYMOND JAMES & ASSOCIATES, INC.
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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