Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Mcstravick Demontrond is a financial advisor with UBS Financial Services Inc. with over 9 years of experience in the financial services industry. Elizabeth has a broad range of experience including working with high-net-worth individuals, corporations, and charitable organizations. Elizabeth is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, 57TO and SIE licenses. Elizabeth also holds the Series 66 license, which allows Elizabeth to provide investment advice in multiple states. Elizabeth is a member of the Princeton Alumni Association of Houston and the Menil Collection Corporate Committee. Elizabeth is committed to providing her clients with personalized financial advice and services 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
06/21/2019 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
07/22/2015 - 03/20/2019
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
NY
08/11/2014 - 08/22/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
LA
03/12/2012 - 06/03/2013
IBERIA CAPITAL PARTNERS L.L.C. (NEW ORLEANS LA)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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