Unclaimed
Elizabeth Jeter Hrubala is a financial advisor with Raymond James Financial Services Advisors, Inc. Elizabeth is a registered investment advisor, and has been in the financial services industry since 2000. Elizabeth has a broad range of experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elizabeth has earned several licenses including Series 66, Series 9, Series 10, SIE, Series 3, and Series 7. Elizabeth holds active registrations in Alabama, Arizona, Colorado, Florida, Georgia, Iowa, Maryland, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Elizabeth is currently employed at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC. Elizabeth specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit sharing plans, insurance companies, and banking or thrift institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
05/12/2014 - Present
Raymond James Financial Services Advisors, Inc. (SPARTANBURG SC)
SC
06/01/2009 - 05/08/2014
MORGAN STANLEY (SPARTANBURG SC)
SC
12/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPARTANBURG SC)
SC
08/08/2005 - 12/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTANBURG SC)
NY
09/07/2000 - 08/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/15/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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