Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth St Amand is a financial advisor who has been working in the financial industry since September 2002. Elizabeth is registered as a broker-dealer and an investment advisor in several states, including Florida and Texas. Elizabeth is a licensed principal in the Investment Company Products/Variable Contracts field. She is currently employed with Cetera Investment Advisers LLC and previously worked with Investors Capital Corp. Elizabeth offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
PALM BEACH GARDENS, FL
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.
1
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 1/14/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/5/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/8/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth St amand is the right advisor for you? Invested Better is here to help.
