Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Dahme is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Florida, New Jersey and Texas. Elizabeth has been in the industry since 1980 and has a strong track record of success in helping clients achieve their financial goals. Elizabeth is a seasoned professional with a wealth of experience in providing financial advice. Elizabeth specializes in providing comprehensive financial planning and investment management services to individuals, businesses and institutions. Elizabeth has a deep understanding of the financial markets and a commitment to helping clients make informed investment decisions. Elizabeth is committed to providing personalized and customized service to each of their clients.
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
NJ
10/02/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NJ
10/07/1986 - 10/02/2007
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
NA
02/22/1985 - 09/30/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/22/1984 - 01/04/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
02/23/1980 - 01/11/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 10/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative 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
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