Unclaimed
Elizabeth Amendt is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Citigroup Global Markets Inc., working in the Costa Mesa, CA office. Elizabeth's previous employer was CITICORP INVESTMENT SERVICES. Elizabeth has a wide range of experience in the financial services industry and is dedicated to providing clients with the best possible service. Elizabeth is licensed to provide investment advice in several states including Arizona, California, Colorado, Delaware, District of Columbia, Florida, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Texas, Utah, Virginia, and Washington.
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.
Asset allocation advice
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.
1
2
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (COSTA MESA CA)
CA
07/19/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (COSTA MESA CA)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, 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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