Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Heard is a financial advisor with Raymond James & Associates, Inc. Elizabeth is registered with FINRA and the state of Florida. Elizabeth has over 4 years of experience in the financial industry. Elizabeth has passed the Series 7, Series 63, Series 65 and SIE exams. Elizabeth specializes in providing financial planning, portfolio management and investment advisory services to individuals, corporations, pension and profit sharing plans, charitable organizations and insurance companies. Elizabeth is located in Tampa, Florida and has provided services to clients in several 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.
Please see note in schedule d - miscellaneous
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
FL
03/11/2021 - Present
Raymond James & Associates, Inc. (TAMPA FL)
NC
10/03/2019 - 12/22/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 03/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials 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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