Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Pechiney is a financial advisor who has been in the industry since 2014. Elizabeth is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with Morgan Stanley and J.P. Morgan Securities LLC. Elizabeth is licensed to provide investment advice in North Carolina, South Carolina and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
SC
12/19/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MYRTLE BEACH SC)
OH
05/15/2020 - 11/09/2022
MORGAN STANLEY (Columbus OH)
NY
10/20/2016 - 05/06/2020
J.P. MORGAN SECURITIES LLC (New York NY)
OH
02/10/2014 - 10/12/2016
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 07/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2014
Series 99 - Operations Professional Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elizabeth Pechiney is the right advisor for you? Invested Better is here to help.
