Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Menteur is a financial advisor with Morgan Stanley. Elizabeth has been in the financial services industry since 2016 and is licensed in New York. Elizabeth offers a variety of financial services including financial planning, portfolio management, and asset allocation advice. Elizabeth's experience includes working with a variety of clients including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/04/2022 - Present
Morgan Stanley (Latham NY)
MA
10/27/2016 - 07/20/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
02/16/2016 - 04/22/2016
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
IA
Issued 04/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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