Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Amarillo is an investment advisor representative with Bolton Securities Corp., based in Bolton, MA. Elizabeth has been in the industry since 2011 and has experience in various financial services, including investment advisory, portfolio management, and financial planning. Elizabeth has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
03/18/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
04/30/2012 - 02/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
CT
12/06/2010 - 09/27/2011
RBS SECURITIES INC. (STAMFORD CT)
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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