Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McLean is a financial advisor with Raymond James & Associates, Inc., with over 14 years of experience in the financial services industry. Elizabeth has a strong background in investments, having worked previously with MORGAN KEEGAN & COMPANY, INC. Elizabeth is registered to provide investment advice in 22 states and holds several industry licenses, including Series 63, 66, 7, 10, and 9. Elizabeth is dedicated to providing personalized financial guidance to individuals and families.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
04/15/2011 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
10/26/1999 - 05/28/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 04/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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