Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Stallcup is an investment advisor representative with Truist Advisory Services, Inc. She has been in the industry for over nine years. Elizabeth has a series 6, 7, 63 and 66 licenses and has previously worked with BBVA Securities Inc. and J.P. Morgan Securities LLC. Elizabeth provides financial planning, portfolio management for individuals and businesses, as well as wrap fee products and financial profiling services. Elizabeth is currently registered in Delaware, Maryland, New Jersey, Pennsylvania, Texas and West Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
TX
04/18/2022 - Present
Truist Advisory Services, Inc. (FRISCO TX)
TX
10/09/2013 - 06/02/2021
BBVA SECURITIES INC. (PLANO TX)
TX
10/01/2012 - 08/08/2013
J.P. MORGAN SECURITIES LLC (FARMERS BRANCH TX)
TX
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FARMERS BRANCH TX)
BOTH
Issued 04/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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