Unclaimed
Elizabeth Jones is a financial professional with over 10 years of experience in the industry. Elizabeth is currently registered with Ares Wealth Management Solutions, LLC, and has previously worked with ARES MANAGEMENT CAPITAL MARKETS LLC and UBS FINANCIAL SERVICES INC. Elizabeth holds the Series 66, Series 24, SIE, and Series 7 licenses. Elizabeth is licensed to provide securities and investment advice in all 50 states and the District of Columbia.
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
NY
12/06/2022 - Present
Ares Wealth Management Solutions, LLC (New York NY)
NY
05/04/2021 - 09/06/2022
ARES MANAGEMENT CAPITAL MARKETS LLC (NEW YORK NY)
NY
08/22/2012 - 04/08/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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