Unclaimed
Elizabeth Stefanowicz is a financial advisor registered with Fidelity Brokerage Services LLC and National Financial Services LLC in the state of Georgia. Elizabeth has been in the financial services industry since November 14, 2000. Elizabeth holds Series 7, 9, 10, 66 and SIE licenses. Elizabeth has previous experience with TRIAD ADVISORS, INC. and FARSIGHT FINANCIAL SERVICES, L.P..
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.
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.
1
2
GA
04/28/2020 - Present
Fidelity Brokerage Services LLC (ATLANTA GA)
GA
10/14/2010 - 03/05/2013
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
06/24/1999 - 11/19/2008
NATIONAL FINANCIAL SERVICES LLC (ATLANTA GA)
NY
09/23/1998 - 04/07/1999
FARSIGHT FINANCIAL SERVICES, L.P. (NEW YORK NY)
BOTH
Issued 10/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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