Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, and has been in the industry since 1993. Elizabeth works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Elizabeth provides financial planning, portfolio management, and selection of other advisors. Concurrent Investment Advisors, LLC is a registered investment advisor with over $6 billion in assets under management.
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.
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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MI
06/19/2023 - Present
Concurrent Investment Advisors, LLC (Grosse Pointe MI)
MI
01/05/2018 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GROSSE POINTE MI)
MI
06/27/2008 - 01/11/2018
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
MI
06/23/1999 - 06/11/2007
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
12/24/1991 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/24/1991 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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