Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kendrick Peaslee is a financial advisor registered with SB Advisory, LLC in Atlanta, Georgia. Elizabeth has been working in the financial services industry since December 12, 1981. Elizabeth holds licenses to advise clients in California, Connecticut, Georgia, New Mexico, New York, North Carolina, Pennsylvania and South Carolina. Elizabeth is experienced in portfolio management for individuals and selection of other advisors. Elizabeth's firm specializes in portfolio management for individuals, financial planning and selection of other advisors. SB Advisory, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/01/2025 - Present
SB Advisory, LLC (ATLANTA GA)
CA
04/04/2022 - 05/23/2022
LPL FINANCIAL LLC (SANTA MONICA CA)
FL
05/06/2016 - 04/01/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
07/27/2015 - 05/13/2016
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
CA
07/15/2002 - 08/04/2015
JEFFERIES LLC (LOS ANGELES CA)
CA
03/19/1999 - 08/14/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
07/22/1994 - 03/23/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
04/19/1983 - 07/26/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/11/1981 - 04/26/1983
SHEARSON/AMERICAN EXPRESS INC.
BOTH
Issued 05/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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