Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Marie St amand is a financial advisor with over 20 years of experience in the industry. Elizabeth is currently registered with Cetera Investment Advisers LLC in Florida and Texas. She previously worked with Investors Capital Corp. Elizabeth has a wide range of experience in financial planning, investment management, and insurance. She holds Series 6, 26, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) designation. Elizabeth is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (PALM BEACH GARDENS FL)
FL
09/13/2002 - 10/03/2016
INVESTORS CAPITAL CORP. (PALM BEACH GARDENS FL)
BC
Issued 01/14/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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