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Elizabeth Mello Stott

Empower Financial Services, Inc.

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About Elizabeth Mello Stott

Elizabeth Stott is a financial professional with over 20 years of experience in the industry. Elizabeth is currently registered with Empower Financial Services, Inc. and has previously held positions at Putnam Retail Management Limited Partnership, Sun Life Financial Distributors, Inc. and IFMG Securities, Inc.. Elizabeth is licensed in 52 states and holds the Series 6, 7, 24, 26 and SIE licenses. Elizabeth is committed to providing her clients with the highest level of service and expertise.

Firm Information

Elizabeth Stott is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Elizabeth Stott’s Registration & Firm History

MA

08/05/2017 - Present

Empower Financial Services, Inc. (Boston MA)

MA

08/04/2014 - 08/03/2017

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

MA

03/06/2008 - 07/08/2014

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

12/18/2006 - 03/11/2008

IFMG SECURITIES, INC. (GLOUCESTER MA)

MA

03/13/1995 - 04/15/2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BC

Issued 12/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2016

Series 24 - General Securities Principal Examination

BC

Issued 06/14/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Mello Stott.
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